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
951
$12.2M 0.01%
534,410
+1,066
952
$12.2M 0.01%
1,292,057
-752,548
953
$12.1M 0.01%
206,674
+17,160
954
$12.1M 0.01%
619,878
-315,074
955
$12M 0.01%
135,774
-17,272
956
$12M 0.01%
2,178,428
+397,033
957
$11.9M 0.01%
879,745
-130,551
958
$11.9M 0.01%
247,120
-37,996
959
$11.9M 0.01%
302,583
-45,852
960
$11.9M 0.01%
1,153,916
+19,952
961
$11.9M 0.01%
536,075
+50,577
962
$11.9M 0.01%
146,681
+7,017
963
$11.8M 0.01%
868,696
-251,955
964
$11.8M 0.01%
51,376
-81,581
965
$11.8M 0.01%
417,175
+58,944
966
$11.7M 0.01%
127,365
+35,589
967
$11.7M 0.01%
328,564
-10,838
968
$11.7M 0.01%
677,035
-6,869
969
$11.7M 0.01%
697,015
+264,832
970
$11.6M 0.01%
549,215
+91,984
971
$11.6M 0.01%
149,906
-26,967
972
$11.6M 0.01%
546,650
+165,920
973
$11.5M 0.01%
209,315
+4,730
974
$11.5M 0.01%
913,176
+137,397
975
$11.5M 0.01%
34,933
+17,584
37 38
39
40 41