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
476
$36.1M 0.03%
759,844
+34,258
477
$36.1M 0.03%
1,053,749
-109,131
478
$36.1M 0.03%
300,822
+10,751
479
$35.9M 0.03%
467,433
+29,555
480
$35.6M 0.03%
501,569
-1,300,469
481
$35.5M 0.03%
656,742
+629,769
482
$35.4M 0.03%
1,858,726
+146,353
483
$35.2M 0.02%
1,677,363
-111,528
484
$35.1M 0.02%
254,725
+1,618
485
$35.1M 0.02%
736,950
+211,480
486
$34.9M 0.02%
519,137
-246,368
487
$34.8M 0.02%
366,852
-111,262
488
$34.8M 0.02%
967,886
+57,842
489
$34.7M 0.02%
1,240,605
+55,685
490
$34.7M 0.02%
1,688,617
+90,140
491
$34.6M 0.02%
576,528
+170,298
492
$34.5M 0.02%
436,707
-44,560
493
$34.4M 0.02%
661,355
-205,611
494
$34.4M 0.02%
686,068
+262,812
495
$34.4M 0.02%
1,062,278
+942,863
496
$34.3M 0.02%
2,618,686
-790,810
497
$34.2M 0.02%
1,075,600
-115,007
498
$34.1M 0.02%
323,184
+25,331
499
$34.1M 0.02%
930,916
-181,164
500
$33.5M 0.02%
719,864
+90,255
18 19
20
21 22