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
326
$67M 0.05%
1,347,150
+87,159
327
$66.7M 0.05%
585,405
-10,094
328
$66.2M 0.05%
369,150
+202,701
329
$66M 0.05%
1,494,248
-281,531
330
$64.7M 0.05%
2,385,280
+1,715,098
331
$64.7M 0.05%
5,318,488
-2,503,457
332
$64.4M 0.05%
1,117,456
+10,750
333
$63.3M 0.04%
212,764
+7,404
334
$63.3M 0.04%
2,187,977
+398,934
335
$63.1M 0.04%
1,308,099
+235,042
336
$63M 0.04%
3,515,535
+741,571
337
$62.9M 0.04%
2,447,509
-997,568
338
$61.9M 0.04%
1,030,639
+303,287
339
$61.7M 0.04%
2,160,043
-155,814
340
$61.6M 0.04%
2,118,510
-9,079,878
341
$61.5M 0.04%
1,529,664
+80,807
342
$61.2M 0.04%
1,237,556
-24,408
343
$61.1M 0.04%
3,343,373
-603,605
344
$60.9M 0.04%
2,258,752
+257,768
345
$60.8M 0.04%
1,454,911
-494,526
346
$60.8M 0.04%
1,377,209
-74,583
347
$60.7M 0.04%
330,638
-116,750
348
$60.3M 0.04%
3,017,592
-129,632
349
$60M 0.04%
3,876,600
-171,050
350
$59.8M 0.04%
546,943
+33,100
12 13
14
15 16