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
726
$18.8M 0.01%
1,302,536
+185,185
727
$18.8M 0.01%
334,769
+58,578
728
$18.7M 0.01%
638,503
+350,513
729
$18.7M 0.01%
164,176
+10,654
730
$18.7M 0.01%
136,388
+5,210
731
$18.7M 0.01%
3,489,972
+1,647,210
732
$18.7M 0.01%
1,164,575
-3,833
733
$18.7M 0.01%
574,100
-1,516,726
734
$18.6M 0.01%
363,861
-124,551
735
$18.6M 0.01%
190,941
+1,582
736
$18.6M 0.01%
442,332
-373,240
737
$18.5M 0.01%
746,955
-21,965
738
$18.5M 0.01%
375,549
+175,588
739
$18.4M 0.01%
442,917
+42,133
740
$18.4M 0.01%
205,981
+29,667
741
$18.3M 0.01%
378,816
+22,022
742
$18.3M 0.01%
304,168
+31,737
743
$18.3M 0.01%
579,981
-8,468,726
744
$18.3M 0.01%
1,083,830
+125,805
745
$18.2M 0.01%
341,725
+94,728
746
$18.1M 0.01%
1,835,895
-183,566
747
$18.1M 0.01%
1,171,336
-88,173
748
$18.1M 0.01%
316,465
-39,872
749
$18.1M 0.01%
62,220
+57,128
750
$18M 0.01%
350,875
-253,741
28 29
30
31 32