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
2426
$1.35M ﹤0.01%
70,886
+2,524
2427
$1.35M ﹤0.01%
231,598
-19,604
2428
$1.35M ﹤0.01%
72,495
-2,786
2429
$1.34M ﹤0.01%
46,808
-34,393
2430
$1.34M ﹤0.01%
4,831
+1,445
2431
$1.34M ﹤0.01%
44,827
-4,072
2432
$1.34M ﹤0.01%
49,544
+7,529
2433
$1.34M ﹤0.01%
41,527
-2,458
2434
$1.34M ﹤0.01%
30,195
+5,749
2435
$1.34M ﹤0.01%
46,948
-2,083
2436
$1.33M ﹤0.01%
19,705
+1,279
2437
$1.33M ﹤0.01%
95,670
-13,340
2438
$1.33M ﹤0.01%
50,494
-17,436
2439
$1.33M ﹤0.01%
207,448
-1,382
2440
$1.33M ﹤0.01%
28,502
+10,642
2441
$1.33M ﹤0.01%
105,349
+24,955
2442
$1.33M ﹤0.01%
81,661
+11,260
2443
$1.33M ﹤0.01%
19,782
+12,068
2444
$1.33M ﹤0.01%
97,578
-83,674
2445
$1.32M ﹤0.01%
62,868
-2,849
2446
$1.32M ﹤0.01%
13,607
+3,238
2447
$1.32M ﹤0.01%
132,035
-6,390
2448
$1.32M ﹤0.01%
102,509
+15,625
2449
$1.32M ﹤0.01%
54,337
+24,362
2450
$1.32M ﹤0.01%
101,325
-700
96 97
98
99 100