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
2226
$1.77M ﹤0.01%
59,005
-324
2227
$1.77M ﹤0.01%
84,236
-78,267
2228
$1.77M ﹤0.01%
+70,864
2229
$1.77M ﹤0.01%
126,343
-2,224
2230
$1.77M ﹤0.01%
91,703
-2,336
2231
$1.77M ﹤0.01%
126,804
-14,128
2232
$1.76M ﹤0.01%
92,269
+17,765
2233
$1.76M ﹤0.01%
9,829
+994
2234
$1.76M ﹤0.01%
31,341
-1,448
2235
$1.75M ﹤0.01%
118,555
-304,867
2236
$1.75M ﹤0.01%
53,028
+35,413
2237
$1.75M ﹤0.01%
77,818
-20,893
2238
$1.75M ﹤0.01%
63,737
+683
2239
$1.75M ﹤0.01%
106,619
-1,501
2240
$1.75M ﹤0.01%
39,373
-1,816
2241
$1.75M ﹤0.01%
32,340
+20,564
2242
$1.74M ﹤0.01%
116,248
+24,146
2243
$1.74M ﹤0.01%
139,774
-33,210
2244
$1.73M ﹤0.01%
230,614
-249,691
2245
$1.73M ﹤0.01%
68,201
-20,940
2246
$1.73M ﹤0.01%
65,474
-73,189
2247
$1.73M ﹤0.01%
26,705
+18,261
2248
$1.72M ﹤0.01%
110,259
+96,301
2249
$1.72M ﹤0.01%
91,646
-9,098
2250
$1.72M ﹤0.01%
88,660
+10,959
88 89
90
91 92