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
276
$83.9M 0.06%
2,119,835
+660,655
277
$83.7M 0.06%
1,336,486
+165,833
278
$83.7M 0.06%
1,163,326
-154,871
279
$83.6M 0.06%
2,915,556
+638,184
280
$82.9M 0.06%
2,099,673
-197,616
281
$82.9M 0.06%
1,724,102
-174,024
282
$82.4M 0.06%
989,898
+105,768
283
$82.3M 0.06%
1,797,796
-245,003
284
$81.7M 0.06%
1,585,381
+958,625
285
$81.7M 0.06%
915,404
-204,634
286
$81.3M 0.06%
1,330,108
+22,453
287
$81.3M 0.06%
2,300,301
+186,320
288
$80.9M 0.06%
3,071,420
+412,914
289
$80.6M 0.06%
4,260,569
-1,593,112
290
$79.2M 0.06%
6,809,106
+726,050
291
$78.9M 0.06%
2,066,158
+22,902
292
$78.7M 0.06%
1,310,122
-17,796
293
$78.5M 0.06%
142,918
+33,369
294
$77.5M 0.05%
657,943
-42,602
295
$76.7M 0.05%
839,515
+416,576
296
$75.6M 0.05%
1,552,524
+109,257
297
$74.3M 0.05%
5,128,978
-571,083
298
$73.6M 0.05%
4,438,195
+413,850
299
$73.5M 0.05%
6,245,850
+919,265
300
$73M 0.05%
+2,353,243
10 11
12
13 14