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
2076
$2.16M ﹤0.01%
214,455
-37,722
2077
$2.15M ﹤0.01%
80,884
+1,332
2078
$2.15M ﹤0.01%
156,009
+26,047
2079
$2.15M ﹤0.01%
221,023
+40,144
2080
$2.15M ﹤0.01%
179,622
-150,858
2081
$2.15M ﹤0.01%
134,109
+7,473
2082
$2.14M ﹤0.01%
74,154
-17,212
2083
$2.14M ﹤0.01%
80,778
-66,384
2084
$2.13M ﹤0.01%
91,049
-42,575
2085
$2.13M ﹤0.01%
42,102
+9,839
2086
$2.12M ﹤0.01%
77,051
-9,974
2087
$2.11M ﹤0.01%
48,258
+8,504
2088
$2.11M ﹤0.01%
60,896
+46,350
2089
$2.11M ﹤0.01%
65,015
-152,818
2090
$2.11M ﹤0.01%
88,824
+10,746
2091
$2.11M ﹤0.01%
122,714
-38,326
2092
$2.11M ﹤0.01%
177,530
-71,854
2093
$2.11M ﹤0.01%
159,633
-16,799
2094
$2.1M ﹤0.01%
750,780
+14,350
2095
$2.1M ﹤0.01%
660
-135
2096
$2.1M ﹤0.01%
86,436
-466,748
2097
$2.09M ﹤0.01%
49,825
-133,131
2098
$2.09M ﹤0.01%
87,087
+2,968
2099
$2.09M ﹤0.01%
86,727
+75,722
2100
$2.09M ﹤0.01%
273,600
-686,622
82 83
84
85 86