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
551
$28.6M 0.02%
1,395,150
+233,703
552
$28.6M 0.02%
369,798
-4,349
553
$28.6M 0.02%
1,253,665
-402,174
554
$28.1M 0.02%
1,210,552
+105,553
555
$28M 0.02%
1,032,657
+488,959
556
$28M 0.02%
229,953
+96,582
557
$28M 0.02%
631,009
+178,949
558
$27.9M 0.02%
296,429
-225,209
559
$27.9M 0.02%
1,237,814
+396,898
560
$27.8M 0.02%
807,140
+44,576
561
$27.8M 0.02%
5,008,472
+1,705,525
562
$27.8M 0.02%
352,499
+45,303
563
$27.7M 0.02%
1,065,220
+185,646
564
$27.6M 0.02%
439,476
-82,748
565
$27.6M 0.02%
2,132,892
+178,847
566
$27.5M 0.02%
949,982
+450,859
567
$27.4M 0.02%
866,178
+335,508
568
$27.3M 0.02%
569,250
+13,780
569
$27.3M 0.02%
454,883
-48,626
570
$27.1M 0.02%
948,106
-221,222
571
$27.1M 0.02%
1,166,516
+180,983
572
$27.1M 0.02%
854,752
-132,093
573
$27M 0.02%
248,027
+16,969
574
$26.9M 0.02%
1,590,340
-40,116
575
$26.8M 0.02%
350,305
-29,038
21 22
23
24 25