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
2176
$1.9M ﹤0.01%
138,805
-43,777
2177
$1.9M ﹤0.01%
53,380
-37,185
2178
$1.9M ﹤0.01%
144,990
-21,349
2179
$1.89M ﹤0.01%
32,562
-1,692
2180
$1.89M ﹤0.01%
74,726
-14,265
2181
$1.89M ﹤0.01%
143,785
+48,396
2182
$1.88M ﹤0.01%
361,967
-15,238
2183
$1.88M ﹤0.01%
63,176
-33,035
2184
$1.88M ﹤0.01%
243,686
-59,496
2185
$1.88M ﹤0.01%
119,608
-324,175
2186
$1.87M ﹤0.01%
89,350
-2,040
2187
$1.86M ﹤0.01%
113,988
+927
2188
$1.85M ﹤0.01%
25,798
-31,211
2189
$1.85M ﹤0.01%
96,984
-73,850
2190
$1.85M ﹤0.01%
107,399
+20,563
2191
$1.85M ﹤0.01%
26,210
-244
2192
$1.85M ﹤0.01%
69,998
-1,324
2193
$1.84M ﹤0.01%
1,104,580
+502,613
2194
$1.84M ﹤0.01%
84,509
+6,981
2195
$1.84M ﹤0.01%
5,683
+5,362
2196
$1.84M ﹤0.01%
434,708
-203,640
2197
$1.84M ﹤0.01%
29,020
-5,691
2198
$1.83M ﹤0.01%
138,063
+1,109
2199
$1.83M ﹤0.01%
726,211
-468,302
2200
$1.83M ﹤0.01%
44,457
+3,180
86 87
88
89 90