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
226
$112M 0.08%
4,496,611
+42,265
227
$112M 0.08%
1,274,815
-207,624
228
$112M 0.08%
1,919,113
-578,248
229
$109M 0.08%
1,875,135
+75,271
230
$109M 0.08%
3,206,593
-845,904
231
$108M 0.08%
980,738
+639,694
232
$107M 0.08%
1,615,865
+123,137
233
$106M 0.08%
3,354,193
-428,748
234
$106M 0.08%
1,711,924
+1,695,880
235
$105M 0.07%
2,701,509
+2,153,766
236
$105M 0.07%
1,335,879
-518,263
237
$105M 0.07%
2,140,153
-128,832
238
$105M 0.07%
2,620,962
+393,018
239
$104M 0.07%
8,316,790
+2,782,100
240
$103M 0.07%
943,890
+184,636
241
$102M 0.07%
+1,448,913
242
$102M 0.07%
4,656,902
-5,539
243
$101M 0.07%
1,462,834
+44,451
244
$101M 0.07%
3,162,791
-70,781
245
$100M 0.07%
990,230
+38,960
246
$100M 0.07%
2,616,337
+496,064
247
$99.6M 0.07%
2,221,131
+98,734
248
$99.1M 0.07%
3,809,627
+33,470
249
$97.9M 0.07%
2,181,434
-1,045,508
250
$97.8M 0.07%
2,765,818
+177,180
8 9
10
11 12