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
301
$73M 0.05%
1,049,534
-138,922
302
$72.6M 0.05%
522,843
+383,160
303
$72.6M 0.05%
1,623,310
+96,258
304
$72.3M 0.05%
2,020,937
-301,718
305
$71.7M 0.05%
2,901,244
+309,744
306
$71.7M 0.05%
1,510,708
-114,744
307
$71.2M 0.05%
669,556
-82,889
308
$71M 0.05%
342,548
-19,418
309
$70.7M 0.05%
392,641
+244,215
310
$70.6M 0.05%
575,543
+359,969
311
$70M 0.05%
1,789,052
-627,700
312
$69.7M 0.05%
400,980
-253,637
313
$69.5M 0.05%
820,283
-2,077
314
$69.5M 0.05%
608,154
+598,601
315
$69.4M 0.05%
829,336
+179,590
316
$69.2M 0.05%
1,108,945
-176,995
317
$68.9M 0.05%
2,640,603
-992,390
318
$68.8M 0.05%
4,365,453
-33,642
319
$68.7M 0.05%
948,454
-549,912
320
$68.4M 0.05%
2,692,928
+958,082
321
$68M 0.05%
1,263,000
+36,295
322
$67.8M 0.05%
1,688,179
+46,717
323
$67.7M 0.05%
1,341,741
+251,728
324
$67.5M 0.05%
1,354,566
+8,292
325
$67.2M 0.05%
968,218
+167,331
11 12
13
14 15