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
2101
$2.08M ﹤0.01%
83,431
-21,374
2102
$2.08M ﹤0.01%
101,053
-29,707
2103
$2.08M ﹤0.01%
81,604
+63,665
2104
$2.08M ﹤0.01%
79,324
+51,685
2105
$2.08M ﹤0.01%
142,369
+30,652
2106
$2.08M ﹤0.01%
12,550
-5,804
2107
$2.08M ﹤0.01%
158,773
+13,403
2108
$2.08M ﹤0.01%
+53,648
2109
$2.07M ﹤0.01%
125,556
+33,494
2110
$2.07M ﹤0.01%
248,116
+3,345
2111
$2.07M ﹤0.01%
153,140
+29,813
2112
$2.07M ﹤0.01%
110,832
-1,053,789
2113
$2.07M ﹤0.01%
73,197
-49,516
2114
$2.06M ﹤0.01%
104,128
-23,507
2115
$2.06M ﹤0.01%
358,000
+37,900
2116
$2.06M ﹤0.01%
18,787
-54,981
2117
$2.06M ﹤0.01%
155,774
+8,809
2118
$2.05M ﹤0.01%
87,241
-16,613
2119
$2.05M ﹤0.01%
18,755
+2,689
2120
$2.04M ﹤0.01%
560,210
+61,018
2121
$2.04M ﹤0.01%
50,334
+5,766
2122
$2.04M ﹤0.01%
54,874
-419,562
2123
$2.04M ﹤0.01%
69,288
+10,494
2124
$2.03M ﹤0.01%
110,211
-195,972
2125
$2.03M ﹤0.01%
157,986
-270,465
83 84
85
86 87