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
101
$277M 0.2%
5,227,728
+396,042
102
$275M 0.19%
6,352,752
+5,394,669
103
$275M 0.19%
3,877,616
-1,402,451
104
$275M 0.19%
8,303,723
+1,281,059
105
$270M 0.19%
1,946,349
+48,225
106
$266M 0.19%
5,402,709
+2,042,370
107
$265M 0.19%
2,032,013
-532,724
108
$265M 0.19%
4,308,738
+76,948
109
$265M 0.19%
9,568,178
-1,324,094
110
$262M 0.19%
2,650,945
+88,840
111
$261M 0.18%
2,130,504
+191,170
112
$256M 0.18%
8,946,140
-382,851
113
$253M 0.18%
7,071,512
+505,102
114
$251M 0.18%
4,376,800
+763,771
115
$249M 0.18%
18,344,282
+1,187,051
116
$242M 0.17%
6,125,082
-53,907
117
$242M 0.17%
3,280,677
-570,889
118
$242M 0.17%
6,060,809
+1,381,617
119
$241M 0.17%
4,074,177
-288,805
120
$237M 0.17%
4,623,764
+3,817,283
121
$236M 0.17%
3,982,984
+208,705
122
$235M 0.17%
3,833,445
-452,070
123
$233M 0.17%
6,000,420
-13,260
124
$230M 0.16%
4,891,445
+908,480
125
$228M 0.16%
8,734,844
-11,410
3 4
5
6 7