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
251
$96.7M 0.07%
1,399,711
+19,821
252
$96.6M 0.07%
1,456,628
+63,170
253
$96.4M 0.07%
2,497,476
-145,999
254
$95.1M 0.07%
1,025,404
-143,558
255
$94.8M 0.07%
4,569,666
-4,035,167
256
$94.2M 0.07%
1,270,426
-810,254
257
$94.1M 0.07%
814,653
-71,708
258
$93.6M 0.07%
5,005,338
+389,004
259
$92.4M 0.07%
2,569,299
-258,115
260
$91.8M 0.07%
1,911,263
+297,777
261
$91.8M 0.07%
947,747
+64,897
262
$91.1M 0.06%
1,074,339
+72,817
263
$89.8M 0.06%
10,571,060
+841,430
264
$89.3M 0.06%
1,014,726
+87,182
265
$89.3M 0.06%
4,483,107
-97,421
266
$89.1M 0.06%
805,287
+28,488
267
$87.1M 0.06%
8,430,700
+3,929,000
268
$86.9M 0.06%
1,610,807
+1,437,264
269
$86.6M 0.06%
2,066,304
-55,070
270
$86.4M 0.06%
2,520,676
+80,215
271
$85.8M 0.06%
1,179,190
+209,316
272
$85.8M 0.06%
952,454
+102,621
273
$85.8M 0.06%
727,738
+102,579
274
$85.3M 0.06%
782,625
-54,294
275
$85.2M 0.06%
2,170,664
-67,972
9 10
11
12 13