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
2126
$2.03M ﹤0.01%
67,787
+10,993
2127
$2.03M ﹤0.01%
153,356
-2,305
2128
$2.02M ﹤0.01%
90,427
-11,715
2129
$2.02M ﹤0.01%
111,211
+68,959
2130
$2.02M ﹤0.01%
49,147
-80,619
2131
$2.02M ﹤0.01%
71,785
-24,331
2132
$2.02M ﹤0.01%
33,162
+22,179
2133
$2.01M ﹤0.01%
37,496
-4,392
2134
$2.01M ﹤0.01%
97,137
+36,742
2135
$2.01M ﹤0.01%
57,836
-22,667
2136
$2.01M ﹤0.01%
181,384
-22,812
2137
$2.01M ﹤0.01%
160,708
+4,484
2138
$2M ﹤0.01%
438,882
-53,730
2139
$2M ﹤0.01%
44,908
-26,584
2140
$1.99M ﹤0.01%
61,558
+54,143
2141
$1.99M ﹤0.01%
194,437
-269,982
2142
$1.99M ﹤0.01%
206,807
+64,463
2143
$1.99M ﹤0.01%
30,301
-23,565
2144
$1.98M ﹤0.01%
47,961
-3,951
2145
$1.98M ﹤0.01%
194,017
-55,947
2146
$1.98M ﹤0.01%
117,409
+364
2147
$1.98M ﹤0.01%
31,872
-18,103
2148
$1.97M ﹤0.01%
160,222
-32,176
2149
$1.97M ﹤0.01%
14,669
-1,473
2150
$1.97M ﹤0.01%
118,337
-15,486
84 85
86
87 88