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
1001
$11.1M 0.01%
297,680
-159,493
1002
$11M 0.01%
410,691
+278,607
1003
$11M 0.01%
1,644,431
-158,633
1004
$11M 0.01%
1,849,698
+1,715,368
1005
$11M 0.01%
240,426
-44,461
1006
$11M 0.01%
526,761
+271,835
1007
$11M 0.01%
388,104
-40,972
1008
$10.9M 0.01%
117,490
+26,838
1009
$10.9M 0.01%
109,140
-42,976
1010
$10.8M 0.01%
100,761
+14,018
1011
$10.8M 0.01%
303,626
+62,358
1012
$10.7M 0.01%
587,810
-36,011
1013
$10.7M 0.01%
516,001
+220,119
1014
$10.7M 0.01%
220,869
-3,162,593
1015
$10.7M 0.01%
582,805
+321,919
1016
$10.6M 0.01%
761,245
+106,168
1017
$10.6M 0.01%
465,573
+390,256
1018
$10.6M 0.01%
725,859
-128,128
1019
$10.6M 0.01%
303,073
-126,897
1020
$10.6M 0.01%
13,233
-4,828
1021
$10.6M 0.01%
228,672
-79,387
1022
$10.6M 0.01%
405,500
-19,013
1023
$10.5M 0.01%
311,408
+50,814
1024
$10.5M 0.01%
835,053
+33,086
1025
$10.5M 0.01%
822,188
-12,388
39 40
41
42 43