UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,366
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
Financial Select Sector SPDR Fund
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
76
$330M 0.23%
4,602,718
-187,830
77
$328M 0.23%
10,806,271
+152,433
78
$327M 0.23%
8,296,163
+56,995
79
$325M 0.23%
4,370,219
+957,992
80
$323M 0.23%
3,801,834
+1,360,681
81
$323M 0.23%
6,639,043
+1,202,279
82
$322M 0.23%
2,720,528
-39,131
83
$321M 0.23%
7,025,647
+861,674
84
$320M 0.23%
2,971,835
-92,626
85
$313M 0.22%
3,096,222
+631,134
86
$307M 0.22%
11,988,188
+11,692,636
87
$306M 0.22%
2,829,182
-327,094
88
$303M 0.21%
6,120,528
+5,283,838
89
$301M 0.21%
19,312,645
-4,814,589
90
$300M 0.21%
5,079,389
+319,827
91
$298M 0.21%
6,697,876
+1,742,880
92
$297M 0.21%
5,947,024
-2,225,642
93
$297M 0.21%
7,083,415
+3,717,601
94
$295M 0.21%
5,424,589
+261,242
95
$293M 0.21%
5,579,106
+873,692
96
$290M 0.21%
5,267,872
-216,768
97
$287M 0.2%
8,748,270
+1,273,342
98
$284M 0.2%
2,839,864
+119,174
99
$280M 0.2%
2,594,472
+253,998
100
$277M 0.2%
1,437,406
+25,408
2 3
4
5 6