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
2301
$1.6M ﹤0.01%
119,324
-292,977
2302
$1.6M ﹤0.01%
40,065
-46,949
2303
$1.6M ﹤0.01%
+247,696
2304
$1.6M ﹤0.01%
82,006
+2,114
2305
$1.59M ﹤0.01%
16,976
+6,468
2306
$1.59M ﹤0.01%
118,770
+8,430
2307
$1.59M ﹤0.01%
85,229
-73,980
2308
$1.59M ﹤0.01%
107,342
-17,053
2309
$1.59M ﹤0.01%
66,832
+3,535
2310
$1.59M ﹤0.01%
52,930
-94,680
2311
$1.59M ﹤0.01%
108,202
+3,985
2312
$1.58M ﹤0.01%
17,403
-2,790
2313
$1.58M ﹤0.01%
32,975
+2,118
2314
$1.58M ﹤0.01%
95,805
+19,455
2315
$1.58M ﹤0.01%
49,240
-20,089
2316
$1.57M ﹤0.01%
48,078
+23,345
2317
$1.56M ﹤0.01%
78,807
-181,353
2318
$1.56M ﹤0.01%
69,049
-3,835
2319
$1.56M ﹤0.01%
37,631
-79,376
2320
$1.56M ﹤0.01%
10,897
+4,086
2321
$1.56M ﹤0.01%
20,319
-12,546
2322
$1.55M ﹤0.01%
92,977
-476
2323
$1.55M ﹤0.01%
168,858
-134
2324
$1.54M ﹤0.01%
3,300
-3,260
2325
$1.54M ﹤0.01%
123,452
+10,549
91 92
93
94 95