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
376
$53M 0.04%
2,118,984
+208,967
377
$52.9M 0.04%
1,354,577
+11,033
378
$52.8M 0.04%
955,116
+163,315
379
$52.6M 0.04%
1,111,008
-94,861
380
$52.6M 0.04%
597,710
+369,367
381
$52.6M 0.04%
491,096
+8,182
382
$52.1M 0.04%
2,075,909
-101,203
383
$51.9M 0.04%
1,491,435
+487,864
384
$51.9M 0.04%
2,122,373
-11,096,379
385
$51.3M 0.04%
3,946,507
-1,196,013
386
$51M 0.04%
1,031,010
-123,916
387
$51M 0.04%
682,574
+346,700
388
$51M 0.04%
1,140,269
-238,425
389
$50.7M 0.04%
1,017,618
+19,216
390
$50.5M 0.04%
415,927
+39,771
391
$50.1M 0.04%
2,072,794
+710,995
392
$49.3M 0.03%
1,197,479
-188,810
393
$49.1M 0.03%
452,328
-66,263
394
$48.9M 0.03%
1,267,200
-430,127
395
$48.9M 0.03%
3,856,817
-180,119
396
$48.9M 0.03%
1,258,314
+73,790
397
$48.8M 0.03%
413,528
-25,892
398
$48.8M 0.03%
798,830
+470,975
399
$48.6M 0.03%
1,192,119
-50,891
400
$48.3M 0.03%
634,013
-149,030
14 15
16
17 18