UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,366
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
Financial Select Sector SPDR Fund
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
26
$569M 0.4%
6,330,801
+349,469
27
$565M 0.4%
7,599,031
+325,301
28
$562M 0.4%
9,778,681
-2,626,588
29
$546M 0.39%
21,915,616
-1,681,833
30
$545M 0.39%
5,050,958
-197,803
31
$539M 0.38%
8,133,044
+2,048,944
32
$532M 0.38%
7,396,228
+188,903
33
$532M 0.38%
4,853,584
+936,761
34
$519M 0.37%
11,017,852
+322,661
35
$515M 0.36%
7,464,349
+566,751
36
$509M 0.36%
5,477,936
-38,447
37
$500M 0.35%
8,798,134
+812,072
38
$498M 0.35%
16,716,234
-1,130,406
39
$495M 0.35%
12,043,708
+1,644,381
40
$482M 0.34%
19,596,212
-1,421,283
41
$472M 0.33%
4,891,391
+458,052
42
$468M 0.33%
5,690,495
+305,215
43
$462M 0.33%
17,595,961
-115,713
44
$458M 0.32%
5,558,296
-163,913
45
$445M 0.31%
5,794,333
+489,649
46
$442M 0.31%
12,471,449
+9,648,626
47
$437M 0.31%
10,904,518
-411,499
48
$435M 0.31%
13,620,050
-589,502
49
$434M 0.31%
21,820,124
-13,815,942
50
$424M 0.3%
9,873,525
+4,520,346
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