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
2151
$1.97M ﹤0.01%
18,546
-1,934
2152
$1.97M ﹤0.01%
427,595
-89,053
2153
$1.96M ﹤0.01%
44,840
+137
2154
$1.96M ﹤0.01%
26,404
-10,780
2155
$1.96M ﹤0.01%
90,581
-15,522
2156
$1.96M ﹤0.01%
70,888
+2,686
2157
$1.96M ﹤0.01%
24,384
-45,102
2158
$1.95M ﹤0.01%
180,317
+52,768
2159
$1.95M ﹤0.01%
84,364
-13,972
2160
$1.95M ﹤0.01%
67,864
-63,754
2161
$1.94M ﹤0.01%
141,109
-332
2162
$1.94M ﹤0.01%
153,908
+24,002
2163
$1.94M ﹤0.01%
39,477
+2,305
2164
$1.94M ﹤0.01%
77,051
-1,596
2165
$1.94M ﹤0.01%
39,544
-11,419
2166
$1.94M ﹤0.01%
20,904
+12,629
2167
$1.93M ﹤0.01%
201,818
-67,584
2168
$1.93M ﹤0.01%
19,305
-20,611
2169
$1.93M ﹤0.01%
180,472
+4,054
2170
$1.92M ﹤0.01%
37,314
+405
2171
$1.92M ﹤0.01%
89,409
-30,386
2172
$1.91M ﹤0.01%
106,200
-113,186
2173
$1.91M ﹤0.01%
111,251
-198,286
2174
$1.91M ﹤0.01%
148,040
-1,172
2175
$1.9M ﹤0.01%
+11,331
85 86
87
88 89