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
2276
$1.66M ﹤0.01%
289,587
+48,430
2277
$1.66M ﹤0.01%
106,870
-7,687
2278
$1.65M ﹤0.01%
36,600
-14,196
2279
$1.65M ﹤0.01%
24,640
-4
2280
$1.64M ﹤0.01%
98,898
+34,678
2281
$1.64M ﹤0.01%
236,927
+381
2282
$1.64M ﹤0.01%
64,839
-68,567
2283
$1.63M ﹤0.01%
105,081
-4,487
2284
$1.63M ﹤0.01%
175,972
-14,625
2285
$1.63M ﹤0.01%
30,507
+3,135
2286
$1.63M ﹤0.01%
123,277
-59,206
2287
$1.63M ﹤0.01%
65,015
-41,707
2288
$1.63M ﹤0.01%
143,011
+13,222
2289
$1.62M ﹤0.01%
74,109
+3,849
2290
$1.62M ﹤0.01%
100,567
-61,113
2291
$1.62M ﹤0.01%
12,338
-937
2292
$1.62M ﹤0.01%
54,618
-144,117
2293
$1.61M ﹤0.01%
227,214
-3,114
2294
$1.61M ﹤0.01%
98,123
-207,781
2295
$1.61M ﹤0.01%
109,450
+15,972
2296
$1.61M ﹤0.01%
144,861
-3,213
2297
$1.61M ﹤0.01%
176,447
-233,510
2298
$1.61M ﹤0.01%
47,347
+4,319
2299
$1.6M ﹤0.01%
198,768
+102,101
2300
$1.6M ﹤0.01%
54,265
+5,610
90 91
92
93 94