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
2251
$1.72M ﹤0.01%
86,554
-85,946
2252
$1.72M ﹤0.01%
50,791
-7,824
2253
$1.71M ﹤0.01%
65,337
-30,999
2254
$1.71M ﹤0.01%
62,450
+13,522
2255
$1.71M ﹤0.01%
16,053
+2,004
2256
$1.71M ﹤0.01%
90,478
+60,088
2257
$1.7M ﹤0.01%
90,046
+2,464
2258
$1.7M ﹤0.01%
82,608
+10,222
2259
$1.7M ﹤0.01%
43,790
+1,919
2260
$1.69M ﹤0.01%
42,770
-13,255
2261
$1.69M ﹤0.01%
137,426
-9,813
2262
$1.69M ﹤0.01%
40,025
+1,566
2263
$1.69M ﹤0.01%
32,147
-82,662
2264
$1.68M ﹤0.01%
476,608
+226,629
2265
$1.68M ﹤0.01%
56,754
-146,738
2266
$1.68M ﹤0.01%
103,873
+18,032
2267
$1.68M ﹤0.01%
49,690
+12,462
2268
$1.67M ﹤0.01%
75,631
-2,506
2269
$1.67M ﹤0.01%
110,610
-69,952
2270
$1.67M ﹤0.01%
69,422
+32,843
2271
$1.67M ﹤0.01%
28,863
+4,980
2272
$1.67M ﹤0.01%
169,531
-60,918
2273
$1.67M ﹤0.01%
134,420
+10,848
2274
$1.66M ﹤0.01%
50,344
-13,056
2275
$1.66M ﹤0.01%
29,071
-7,813
89 90
91
92 93