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
2451
$1.31M ﹤0.01%
62,275
-20,034
2452
$1.31M ﹤0.01%
26,340
+2,859
2453
$1.31M ﹤0.01%
45,247
-23,614
2454
$1.31M ﹤0.01%
18,135
+10,345
2455
$1.3M ﹤0.01%
29,040
-14,519
2456
$1.3M ﹤0.01%
34,382
-9,930
2457
$1.3M ﹤0.01%
17,973
+11,787
2458
$1.3M ﹤0.01%
50,568
-3,220
2459
$1.3M ﹤0.01%
211,778
-47,664
2460
$1.3M ﹤0.01%
34,112
-9,190
2461
$1.28M ﹤0.01%
46,895
-2,326
2462
$1.28M ﹤0.01%
38,596
+12,968
2463
$1.28M ﹤0.01%
9,574
-23,526
2464
$1.28M ﹤0.01%
55,787
-13,460
2465
$1.28M ﹤0.01%
71,865
-154,473
2466
$1.27M ﹤0.01%
20,658
+11,090
2467
$1.27M ﹤0.01%
16,566
+12,664
2468
$1.27M ﹤0.01%
214,444
-48,602
2469
$1.27M ﹤0.01%
76,828
-26,170
2470
$1.26M ﹤0.01%
64,114
-314,850
2471
$1.26M ﹤0.01%
17,339
+1,148
2472
$1.26M ﹤0.01%
58,941
+20,768
2473
$1.26M ﹤0.01%
44,793
-45,824
2474
$1.25M ﹤0.01%
39,007
-21,134
2475
$1.25M ﹤0.01%
84,250
+535
97 98
99
100 101