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
926
$12.8M 0.01%
1,864,759
-585,257
927
$12.8M 0.01%
1,084,905
+315,163
928
$12.7M 0.01%
891,098
-58,106
929
$12.7M 0.01%
264,524
+70,205
930
$12.7M 0.01%
624,525
-151,679
931
$12.6M 0.01%
723,148
+309,593
932
$12.6M 0.01%
748,728
+166,970
933
$12.6M 0.01%
613,878
-34,924
934
$12.6M 0.01%
142,639
-12,627
935
$12.5M 0.01%
71,421
-5,196
936
$12.5M 0.01%
1,367,196
-160,748
937
$12.5M 0.01%
484,709
-139,348
938
$12.5M 0.01%
760,985
-71,503
939
$12.4M 0.01%
165,049
+5,874
940
$12.4M 0.01%
1,920,732
-445,129
941
$12.4M 0.01%
46,992
-20,046
942
$12.4M 0.01%
1,255,045
-379,504
943
$12.4M 0.01%
380,723
+151,393
944
$12.4M 0.01%
177,881
-789
945
$12.3M 0.01%
182,150
-20,310
946
$12.3M 0.01%
298,302
+130,015
947
$12.3M 0.01%
225,415
+137,211
948
$12.2M 0.01%
799,642
-40,078
949
$12.2M 0.01%
1,138,095
+105,361
950
$12.2M 0.01%
1,749,152
-273,285
36 37
38
39 40