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
401
$48.3M 0.03%
670,857
+283,531
402
$47.9M 0.03%
38,735
-8,069
403
$47.6M 0.03%
1,161,608
-254,187
404
$46.3M 0.03%
3,092,887
-3,312,809
405
$46M 0.03%
257,891
-86,497
406
$46M 0.03%
2,971,281
+354,159
407
$45.8M 0.03%
763,144
+32,564
408
$45.8M 0.03%
671,881
-45,640
409
$45.8M 0.03%
873,718
+81,960
410
$45.7M 0.03%
3,128,843
+2,510,378
411
$45.5M 0.03%
1,729,972
-344,212
412
$45.4M 0.03%
2,226,494
+36,303
413
$45M 0.03%
1,350,728
-310,900
414
$45M 0.03%
962,247
+5,679
415
$44.7M 0.03%
1,991,989
-229,196
416
$44.3M 0.03%
1,524,750
+113,590
417
$44.3M 0.03%
1,573,425
-799,662
418
$44.2M 0.03%
1,500,301
-124,400
419
$44M 0.03%
887,799
+279,247
420
$43.9M 0.03%
514,368
+17,379
421
$43.8M 0.03%
400,269
+7,303
422
$43.7M 0.03%
224
+8
423
$43.7M 0.03%
6,868,777
+2,327,816
424
$43.1M 0.03%
1,505,203
+340,013
425
$43.1M 0.03%
1,997,687
-265,675
15 16
17
18 19