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
2201
$1.82M ﹤0.01%
81,864
-5,798
2202
$1.82M ﹤0.01%
42,925
+9,409
2203
$1.82M ﹤0.01%
37,506
-4,270
2204
$1.82M ﹤0.01%
45,394
+6,283
2205
$1.82M ﹤0.01%
97,312
+10,319
2206
$1.82M ﹤0.01%
64,672
+28,904
2207
$1.82M ﹤0.01%
44,483
-113
2208
$1.81M ﹤0.01%
156,613
-44,959
2209
$1.81M ﹤0.01%
31,430
-3,666
2210
$1.81M ﹤0.01%
10,917
-8,549
2211
$1.81M ﹤0.01%
36,579
+5,604
2212
$1.8M ﹤0.01%
54,957
+34,550
2213
$1.8M ﹤0.01%
295,892
-70,269
2214
$1.8M ﹤0.01%
159,870
-19,083
2215
$1.79M ﹤0.01%
368,880
-2,519
2216
$1.79M ﹤0.01%
43,766
+17,224
2217
$1.79M ﹤0.01%
32,545
-17,498
2218
$1.79M ﹤0.01%
35,116
+6,931
2219
$1.78M ﹤0.01%
106,909
+95,014
2220
$1.78M ﹤0.01%
132,784
+5,957
2221
$1.78M ﹤0.01%
126,670
-12,190
2222
$1.78M ﹤0.01%
133,416
+3,091
2223
$1.78M ﹤0.01%
1,650
+164
2224
$1.77M ﹤0.01%
52,695
-55,964
2225
$1.77M ﹤0.01%
57,228
-34,313
87 88
89
90 91