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
2376
$1.45M ﹤0.01%
108,707
-19,024
2377
$1.44M ﹤0.01%
31,375
+1,494
2378
$1.44M ﹤0.01%
60,598
+60,508
2379
$1.44M ﹤0.01%
45,110
+3,729
2380
$1.44M ﹤0.01%
19,661
-6,571
2381
$1.43M ﹤0.01%
52,890
+37,937
2382
$1.43M ﹤0.01%
26,717
+7,561
2383
$1.43M ﹤0.01%
18,218
+1,928
2384
$1.43M ﹤0.01%
46,858
-7,076
2385
$1.43M ﹤0.01%
89,919
-129,693
2386
$1.43M ﹤0.01%
905
-446
2387
$1.43M ﹤0.01%
+117,102
2388
$1.43M ﹤0.01%
6,601
+4,472
2389
$1.43M ﹤0.01%
31,336
+6,800
2390
$1.42M ﹤0.01%
38,316
+12,064
2391
$1.42M ﹤0.01%
114,400
+9,849
2392
$1.41M ﹤0.01%
37,948
-5,408
2393
$1.41M ﹤0.01%
27,465
-949
2394
$1.41M ﹤0.01%
49,759
-2,066
2395
$1.41M ﹤0.01%
31,090
+518
2396
$1.41M ﹤0.01%
121,374
+21,589
2397
$1.41M ﹤0.01%
88,781
-13,944
2398
$1.41M ﹤0.01%
24,139
-6,160
2399
$1.4M ﹤0.01%
15,882
+6,769
2400
$1.4M ﹤0.01%
483,954
-10,560
94 95
96
97 98