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
876
$14M 0.01%
2,505,622
-548,230
877
$13.9M 0.01%
200,270
+52,620
878
$13.9M 0.01%
203,497
+116,590
879
$13.9M 0.01%
94,068
+22,383
880
$13.8M 0.01%
379,576
-74,775
881
$13.8M 0.01%
570,328
-78,570
882
$13.8M 0.01%
703,504
+19,955
883
$13.8M 0.01%
1,036,225
+84,011
884
$13.8M 0.01%
319,673
-19,493
885
$13.8M 0.01%
116,860
-5,232
886
$13.7M 0.01%
183,750
+55,296
887
$13.7M 0.01%
2,120,349
-283,325
888
$13.7M 0.01%
+261,917
889
$13.7M 0.01%
272,422
-624,357
890
$13.7M 0.01%
1,541,370
-414,052
891
$13.7M 0.01%
562,307
-198,944
892
$13.6M 0.01%
1,022,994
-178,460
893
$13.6M 0.01%
419,182
-54,569
894
$13.6M 0.01%
114,829
-12,033
895
$13.6M 0.01%
289,559
-49,175
896
$13.6M 0.01%
613,052
-81,912
897
$13.6M 0.01%
345,128
-134,964
898
$13.5M 0.01%
571,969
-14,667
899
$13.5M 0.01%
599,961
+70,701
900
$13.5M 0.01%
210,480
-10,878
34 35
36
37 38