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
1026
$10.5M 0.01%
322,263
+120,625
1027
$10.4M 0.01%
715,755
+255,231
1028
$10.4M 0.01%
398,838
+30,773
1029
$10.3M 0.01%
147,023
+51,368
1030
$10.3M 0.01%
50,415
+13,122
1031
$10.3M 0.01%
777,406
-50,384
1032
$10.3M 0.01%
562,250
-389,352
1033
$10.3M 0.01%
729,862
+21,681
1034
$10.3M 0.01%
804,240
+88,435
1035
$10.3M 0.01%
558,175
-42,391
1036
$10.2M 0.01%
209,114
+10,580
1037
$10.2M 0.01%
305,229
+67,644
1038
$10.2M 0.01%
69,112
+18,222
1039
$10.2M 0.01%
87,905
-7,321
1040
$10.2M 0.01%
477,331
+203,404
1041
$10.1M 0.01%
198,124
+25,288
1042
$10.1M 0.01%
495,131
-904,449
1043
$10.1M 0.01%
220,381
-92,922
1044
$10.1M 0.01%
402,347
-160,552
1045
$10.1M 0.01%
222,273
+73,080
1046
$10.1M 0.01%
225,051
+97,047
1047
$10M 0.01%
140,934
+8,467
1048
$10M 0.01%
663,721
+3,712
1049
$10M 0.01%
236,747
-165,328
1050
$9.95M 0.01%
748,740
-22,560
40 41
42
43 44