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
426
$43M 0.03%
343,791
+24,141
427
$43M 0.03%
1,083,517
-45,837
428
$42.7M 0.03%
576,802
-170,028
429
$42.7M 0.03%
1,597,339
+135,220
430
$42.3M 0.03%
543,497
+6,352
431
$42M 0.03%
1,244,782
-88,438
432
$41.7M 0.03%
2,831,662
+1,704,310
433
$41.6M 0.03%
762,077
+113,734
434
$41.6M 0.03%
390,889
-40,185
435
$41.4M 0.03%
1,110,586
-151,152
436
$41.1M 0.03%
1,519,522
+26,989
437
$41.1M 0.03%
226,304
-24,772
438
$40.7M 0.03%
1,238,578
+567,838
439
$40.7M 0.03%
1,374,130
+33,717
440
$40.6M 0.03%
855,541
-116,771
441
$40.5M 0.03%
937,552
+74,101
442
$40.4M 0.03%
381,709
+96,135
443
$40.3M 0.03%
390,024
-267,562
444
$40.2M 0.03%
1,439,456
+925
445
$40.2M 0.03%
841,193
+417,517
446
$40M 0.03%
392,787
+52,498
447
$39.7M 0.03%
403,915
+22,058
448
$39.7M 0.03%
545,925
-2,385,899
449
$39M 0.03%
217,759
-89,399
450
$38.8M 0.03%
2,312,896
-626,347
16 17
18
19 20