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
676
$21M 0.01%
812,434
+36,047
677
$21M 0.01%
379,186
+81,284
678
$20.9M 0.01%
1,331,300
-45,693
679
$20.7M 0.01%
947,455
-935,177
680
$20.7M 0.01%
1,249,365
-398,085
681
$20.6M 0.01%
1,754,196
+106,155
682
$20.5M 0.01%
581,534
+219,656
683
$20.4M 0.01%
1,298,256
+670,350
684
$20.4M 0.01%
824,295
-1,133,554
685
$20.3M 0.01%
281,155
-31,181
686
$20.2M 0.01%
269,080
+15,953
687
$20.2M 0.01%
850,842
+63,840
688
$20.2M 0.01%
446,210
+49,911
689
$20.1M 0.01%
514,143
-157,615
690
$20.1M 0.01%
1,898,305
-75,892
691
$20M 0.01%
223,890
-72,048
692
$20M 0.01%
4,869,400
+584,448
693
$19.9M 0.01%
3,974,136
+1,315,266
694
$19.9M 0.01%
296,803
+93,587
695
$19.9M 0.01%
306,769
+38,383
696
$19.7M 0.01%
333,744
-149,594
697
$19.7M 0.01%
930,238
-599,725
698
$19.7M 0.01%
426,502
-45,827
699
$19.7M 0.01%
1,258,195
-203,545
700
$19.7M 0.01%
321,058
-34,953
26 27
28
29 30