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
351
$59.7M 0.04%
742,902
-72,701
352
$59.2M 0.04%
703,091
+81,888
353
$58.5M 0.04%
2,171,464
-594,648
354
$58.5M 0.04%
308,559
-113,990
355
$58.4M 0.04%
1,539,253
+722,366
356
$58.4M 0.04%
200,042
+56,857
357
$58.4M 0.04%
432,339
+155,506
358
$58M 0.04%
1,026,679
-345
359
$57.9M 0.04%
1,359,524
+296,888
360
$57.8M 0.04%
2,233,734
+155,727
361
$57.8M 0.04%
1,126,437
+67,395
362
$57.6M 0.04%
8,818,030
+1,973,080
363
$57.2M 0.04%
1,235,032
+76,593
364
$57M 0.04%
3,298,040
-238,120
365
$55.5M 0.04%
786,756
-109,406
366
$55.2M 0.04%
1,247,337
-1,034,365
367
$55.1M 0.04%
2,276,992
-841,726
368
$54.9M 0.04%
1,084,944
-5,675,056
369
$54.6M 0.04%
562,759
-818,492
370
$54.5M 0.04%
1,133,514
-155,685
371
$53.9M 0.04%
631,307
-67,445
372
$53.8M 0.04%
1,961,605
+76,479
373
$53.5M 0.04%
524,443
+16,917
374
$53.3M 0.04%
815,248
-561,053
375
$53.2M 0.04%
638,370
+124,680
13 14
15
16 17