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
2401
$1.4M ﹤0.01%
64,280
+3,698
2402
$1.4M ﹤0.01%
226,634
+133,877
2403
$1.4M ﹤0.01%
29,544
-17,353
2404
$1.4M ﹤0.01%
45,931
+21,927
2405
$1.39M ﹤0.01%
59,077
+8,881
2406
$1.39M ﹤0.01%
106,529
+25,797
2407
$1.39M ﹤0.01%
270,419
+9,626
2408
$1.39M ﹤0.01%
35,390
+34,320
2409
$1.39M ﹤0.01%
98,679
-134,355
2410
$1.39M ﹤0.01%
168,919
+52,899
2411
$1.39M ﹤0.01%
28,006
+4,724
2412
$1.39M ﹤0.01%
134,747
-3,903
2413
$1.38M ﹤0.01%
77,744
+22,649
2414
$1.38M ﹤0.01%
97,976
-101,196
2415
$1.38M ﹤0.01%
101,639
+17,714
2416
$1.38M ﹤0.01%
135,527
-23,296
2417
$1.37M ﹤0.01%
8,497
+174
2418
$1.37M ﹤0.01%
57,353
-483,223
2419
$1.36M ﹤0.01%
53,934
-2,246
2420
$1.36M ﹤0.01%
40,225
-4,773
2421
$1.36M ﹤0.01%
34,970
-10,358
2422
$1.36M ﹤0.01%
108,611
+7,021
2423
$1.36M ﹤0.01%
36,061
-100,550
2424
$1.36M ﹤0.01%
55,076
-133,638
2425
$1.36M ﹤0.01%
151,627
+7,198
95 96
97
98 99