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
901
$13.5M 0.01%
315,953
+208,666
902
$13.4M 0.01%
519,835
-15,768
903
$13.4M 0.01%
1,325,586
-298,141
904
$13.4M 0.01%
517,461
+55,612
905
$13.4M 0.01%
877,710
+19,324
906
$13.3M 0.01%
319,502
+8,698
907
$13.3M 0.01%
314,733
+186,257
908
$13.3M 0.01%
695,189
+73,056
909
$13.3M 0.01%
533,669
+433,209
910
$13.2M 0.01%
148,287
-516,259
911
$13.2M 0.01%
859,323
+59,845
912
$13.2M 0.01%
1,234,510
-195,059
913
$13.2M 0.01%
369,373
+30,202
914
$13.2M 0.01%
625,368
-198,035
915
$13.2M 0.01%
318,696
+317,421
916
$13.1M 0.01%
998,356
+65,099
917
$13.1M 0.01%
204,240
+17,039
918
$13M 0.01%
1,079,317
+119,610
919
$13M 0.01%
79,694
+22,013
920
$13M 0.01%
190,325
-138,766
921
$13M 0.01%
243,476
+39,927
922
$12.9M 0.01%
430,595
+140,050
923
$12.9M 0.01%
712,938
+123,726
924
$12.9M 0.01%
133,019
+1,595
925
$12.9M 0.01%
872,114
-119,992
35 36
37
38 39