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
2326
$1.54M ﹤0.01%
173,695
-7,959
2327
$1.53M ﹤0.01%
68,439
-73,420
2328
$1.53M ﹤0.01%
67,118
-18,854
2329
$1.53M ﹤0.01%
13,933
-36,294
2330
$1.53M ﹤0.01%
35,326
-1,646
2331
$1.53M ﹤0.01%
87,476
-1,144
2332
$1.52M ﹤0.01%
37,008
-2,857
2333
$1.52M ﹤0.01%
33,272
+598
2334
$1.52M ﹤0.01%
18,676
-178,780
2335
$1.52M ﹤0.01%
17,842
+2,493
2336
$1.52M ﹤0.01%
36,317
+1,156
2337
$1.51M ﹤0.01%
19,580
-11,726
2338
$1.51M ﹤0.01%
29,414
-6,045
2339
$1.51M ﹤0.01%
39,389
-75,148
2340
$1.51M ﹤0.01%
61,614
-91,635
2341
$1.51M ﹤0.01%
154,246
+6,024
2342
$1.51M ﹤0.01%
162,349
-210,170
2343
$1.5M ﹤0.01%
42,877
-2,340
2344
$1.5M ﹤0.01%
39,273
+9,192
2345
$1.5M ﹤0.01%
61,493
-3,455
2346
$1.5M ﹤0.01%
48,705
+5,522
2347
$1.5M ﹤0.01%
75,381
-1,785
2348
$1.5M ﹤0.01%
131,097
-2,839
2349
$1.5M ﹤0.01%
119,346
-2,652
2350
$1.49M ﹤0.01%
19,998
+1,463
92 93
94
95 96