UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117B
AUM Growth
-$9.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,365
New
Increased
Reduced
Closed

Top Buys

1
+$2.8B
2
+$505M
3
+$342M
4
XRX icon
Xerox
XRX
+$300M
5
PEP icon
PepsiCo
PEP
+$294M

Top Sells

1
+$375M
2
+$339M
3
+$304M
4
ES icon
Eversource Energy
ES
+$287M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$275M

Sector Composition

1 Financials 9.82%
2 Healthcare 7.64%
3 Energy 7.34%
4 Technology 7.3%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$2.25M ﹤0.01%
70,056
+9,235
2052
$2.24M ﹤0.01%
44,758
-9,111
2053
$2.24M ﹤0.01%
44,086
-1,644
2054
$2.24M ﹤0.01%
157,918
+90,827
2055
$2.24M ﹤0.01%
71,511
-4,662
2056
$2.24M ﹤0.01%
245,445
+1,925
2057
$2.23M ﹤0.01%
80,146
-3,813
2058
$2.23M ﹤0.01%
39,723
+5,624
2059
$2.23M ﹤0.01%
154,924
+150,924
2060
$2.22M ﹤0.01%
171,925
-2,650
2061
$2.22M ﹤0.01%
72,774
+62,814
2062
$2.22M ﹤0.01%
+64,377
2063
$2.21M ﹤0.01%
69,900
+8,703
2064
$2.2M ﹤0.01%
171,089
+44,225
2065
$2.2M ﹤0.01%
159,468
-21,029
2066
$2.19M ﹤0.01%
90,996
+13,842
2067
$2.19M ﹤0.01%
122,804
+13,992
2068
$2.19M ﹤0.01%
108,954
+3,895
2069
$2.19M ﹤0.01%
160,653
+5,402
2070
$2.19M ﹤0.01%
83,416
-184,216
2071
$2.19M ﹤0.01%
62,439
+2,447
2072
$2.18M ﹤0.01%
76,655
+14,480
2073
$2.17M ﹤0.01%
41,168
-4,516
2074
$2.16M ﹤0.01%
172,643
+22,400
2075
$2.16M ﹤0.01%
223,434
-17,760
81 82
83
84 85