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
451
$38.7M 0.03%
1,266,599
-23,317
452
$38.6M 0.03%
2,260,445
-1,991,998
453
$38.6M 0.03%
1,138,935
-281,273
454
$38.5M 0.03%
729,994
+358,644
455
$38.4M 0.03%
674,907
-582,342
456
$38.3M 0.03%
3,954,112
-22,358,115
457
$38.1M 0.03%
717,906
-721,530
458
$38.1M 0.03%
1,449,171
-45,624
459
$37.9M 0.03%
2,216,252
-144,783
460
$37.9M 0.03%
477,202
+88,083
461
$37.6M 0.03%
680,877
+6,172
462
$37.3M 0.03%
1,192,378
+1,112,286
463
$37.2M 0.03%
513,435
-554,276
464
$37.2M 0.03%
732,005
-86,493
465
$37M 0.03%
739,486
+245,803
466
$37M 0.03%
285,912
+64,037
467
$37M 0.03%
603,336
+564,156
468
$36.7M 0.03%
262,146
-11,969
469
$36.4M 0.03%
678,780
+163,770
470
$36.4M 0.03%
797,100
+41,877
471
$36.3M 0.03%
382,552
+5,494
472
$36.3M 0.03%
4,292,752
+2,978,878
473
$36.3M 0.03%
580,544
-1,210
474
$36.2M 0.03%
440,848
+10,239
475
$36.2M 0.03%
591,328
+345,419
17 18
19
20 21