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
701
$19.7M 0.01%
572,636
+179,606
702
$19.6M 0.01%
107,196
+15,281
703
$19.6M 0.01%
573,486
-1,662
704
$19.6M 0.01%
343,731
+28,150
705
$19.5M 0.01%
1,769,797
+76,002
706
$19.5M 0.01%
503,850
+264,513
707
$19.5M 0.01%
797,253
+4,215
708
$19.5M 0.01%
959,510
-94,546
709
$19.5M 0.01%
848,022
-314,185
710
$19.4M 0.01%
1,057,172
-120,199
711
$19.4M 0.01%
169,828
+160,835
712
$19.4M 0.01%
864,040
-536,094
713
$19.3M 0.01%
486,172
+190,527
714
$19.2M 0.01%
466,860
+195,006
715
$19.1M 0.01%
513,271
+72,240
716
$19.1M 0.01%
484,484
-60,393
717
$19M 0.01%
2,290,863
-237,209
718
$19M 0.01%
868,084
-5,690
719
$19M 0.01%
228,633
-22,120
720
$18.9M 0.01%
396,638
-47,379
721
$18.9M 0.01%
1,364,772
+126,347
722
$18.9M 0.01%
1,200,804
-43,034
723
$18.9M 0.01%
879,560
-93,610
724
$18.8M 0.01%
160,114
+42,931
725
$18.8M 0.01%
866,952
-69,980
27 28
29
30 31