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
501
$33.5M 0.02%
4,692,969
-2,180,170
502
$33.4M 0.02%
368,259
+38,537
503
$33.4M 0.02%
984,155
+190,711
504
$33.1M 0.02%
882,058
+94,223
505
$33M 0.02%
376,275
-61,392
506
$33M 0.02%
879,437
+98,866
507
$32.9M 0.02%
990,656
+111,188
508
$32.7M 0.02%
1,070,813
+44,985
509
$32.6M 0.02%
728,159
-73,661
510
$32.5M 0.02%
423,484
+30,946
511
$32.5M 0.02%
834,407
-238,168
512
$32.5M 0.02%
1,720,242
-50,747
513
$32.5M 0.02%
382,868
+5,837
514
$32.3M 0.02%
805,620
+43,517
515
$32.2M 0.02%
927,695
+154,364
516
$32.1M 0.02%
3,152,390
-772,149
517
$32M 0.02%
690,470
-133,206
518
$31.9M 0.02%
848,447
-76,954
519
$31.7M 0.02%
494,328
+146,080
520
$31.5M 0.02%
1,918,376
-250,162
521
$31.4M 0.02%
2,065,352
-203,970
522
$31.2M 0.02%
287,825
-28,130
523
$31.2M 0.02%
712,549
-254,084
524
$31.1M 0.02%
862,548
+204,194
525
$31M 0.02%
458,344
-67,616
19 20
21
22 23