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
2351
$1.49M ﹤0.01%
45,240
-5,281
2352
$1.48M ﹤0.01%
62,797
+49,752
2353
$1.48M ﹤0.01%
37,998
-133
2354
$1.48M ﹤0.01%
50,574
-30,166
2355
$1.48M ﹤0.01%
67,755
+4,815
2356
$1.48M ﹤0.01%
15,899
+15,893
2357
$1.48M ﹤0.01%
73,799
+6,934
2358
$1.48M ﹤0.01%
75,427
-8,956
2359
$1.48M ﹤0.01%
115,038
+7,972
2360
$1.47M ﹤0.01%
54,176
-4,295
2361
$1.47M ﹤0.01%
146,481
+684
2362
$1.47M ﹤0.01%
27,124
+78
2363
$1.47M ﹤0.01%
78,011
+66,548
2364
$1.47M ﹤0.01%
245,649
+217,996
2365
$1.47M ﹤0.01%
58,780
+1,036
2366
$1.46M ﹤0.01%
104,738
-2,554
2367
$1.45M ﹤0.01%
64,796
-63,112
2368
$1.45M ﹤0.01%
48,412
+38,911
2369
$1.45M ﹤0.01%
69,609
-91,008
2370
$1.45M ﹤0.01%
49,973
-13,904
2371
$1.45M ﹤0.01%
110,093
+36,966
2372
$1.45M ﹤0.01%
+61,410
2373
$1.45M ﹤0.01%
58,039
+869
2374
$1.45M ﹤0.01%
140,715
-23,595
2375
$1.45M ﹤0.01%
116,577
+115,743
93 94
95
96 97