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
826
$15.4M 0.01%
607,428
+49,417
827
$15.3M 0.01%
676,157
+489,488
828
$15.3M 0.01%
529,184
-11,834
829
$15.3M 0.01%
625,063
+360,955
830
$15.2M 0.01%
607,073
-118,121
831
$15.2M 0.01%
175,858
-188,694
832
$15.2M 0.01%
237,613
-31,183
833
$15.2M 0.01%
690,314
+41,355
834
$15.1M 0.01%
229,776
+6,071
835
$15.1M 0.01%
942,202
-1,160,640
836
$15.1M 0.01%
397,984
-75,104
837
$15.1M 0.01%
776,076
-298,394
838
$15.1M 0.01%
521,890
+185,764
839
$15.1M 0.01%
525,335
-351,980
840
$15.1M 0.01%
131,864
-32,406
841
$15.1M 0.01%
916,426
-122,412
842
$15M 0.01%
314,608
+59,739
843
$14.9M 0.01%
453,525
-7,348,248
844
$14.9M 0.01%
2,049,910
-633,110
845
$14.9M 0.01%
737,460
+89,898
846
$14.9M 0.01%
848,808
+72,824
847
$14.8M 0.01%
223,942
+202,423
848
$14.8M 0.01%
324,017
-52,937
849
$14.8M 0.01%
551,694
-28,994
850
$14.8M 0.01%
2,957,852
-303,349
32 33
34
35 36