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
651
– –
0
652
$22.1M 0.02%
652,890
+41,728
653
$22.1M 0.02%
875,013
+240,546
654
$22.1M 0.02%
1,553,110
-137,161
655
$22M 0.02%
616,732
+243,411
656
$22M 0.02%
548,634
-71,714
657
$22M 0.02%
288,673
-215,426
658
$21.9M 0.02%
822,967
-152,240
659
$21.9M 0.02%
1,012,828
+530,224
660
$21.9M 0.02%
776,732
-25,267
661
$21.9M 0.02%
79,931
-41,841
662
$21.8M 0.02%
901,093
-449,860
663
$21.8M 0.02%
586,642
-100,296
664
$21.7M 0.02%
221,910
+158,161
665
$21.7M 0.02%
205,765
-29,515
666
$21.7M 0.02%
324,120
-197,878
667
$21.6M 0.02%
798,874
-83,775
668
$21.5M 0.02%
455,705
+142,969
669
$21.4M 0.02%
784,862
-37,857
670
$21.4M 0.02%
174,515
-1,542
671
$21.3M 0.02%
1,158,831
+55,208
672
$21.3M 0.02%
453,703
+265,565
673
$21.2M 0.02%
929,054
+398,984
674
$21.1M 0.01%
371,937
-10,868
675
$21.1M 0.01%
1,138,535
+260,613
25 26
27
28 29