UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,366
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
Financial Select Sector SPDR Fund
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
51
$424M 0.3%
6,595,932
-306,919
52
$420M 0.3%
4,749,561
+229,327
53
$419M 0.3%
1,540,289
-58,305
54
$418M 0.3%
6,960,403
-210,539
55
$412M 0.29%
4,055,413
+139,825
56
$409M 0.29%
13,094,972
+731,928
57
$394M 0.28%
5,964,800
-53,554
58
$388M 0.27%
7,124,252
+165,968
59
$386M 0.27%
13,585,702
+890,114
60
$379M 0.27%
15,770,369
+4,730,020
61
$379M 0.27%
7,104,924
+1,037,158
62
$375M 0.27%
8,611,011
-224,089
63
$372M 0.26%
3,200,344
+245,568
64
$365M 0.26%
3,130,626
+233,760
65
$359M 0.25%
10,067,954
+735,473
66
$359M 0.25%
6,985,660
-4,143,373
67
$357M 0.25%
1,435,467
-71,144
68
$356M 0.25%
14,612,536
-481,856
69
$353M 0.25%
3,581,942
-449,019
70
$346M 0.24%
4,382,832
-645,695
71
$339M 0.24%
12,565,056
-290,140
72
$336M 0.24%
4,563,150
-488,081
73
$335M 0.24%
3,590,456
-399,118
74
$334M 0.24%
12,224,570
+1,176,515
75
$332M 0.23%
4,710,523
-182,909
1 2
3
4 5