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
1226
$7.5M 0.01%
448,812
-23,598
1227
$7.46M 0.01%
174,624
-202,462
1228
$7.44M 0.01%
1,191,368
+623,224
1229
$7.43M 0.01%
108,436
+22,453
1230
$7.42M 0.01%
114,734
+981
1231
$7.41M 0.01%
165,771
+152,537
1232
$7.4M 0.01%
309,047
-99,019
1233
$7.39M 0.01%
136,210
-73,628
1234
$7.38M 0.01%
102,354
+57,947
1235
$7.38M 0.01%
423,547
-140,504
1236
$7.35M 0.01%
279,285
+61,830
1237
$7.33M 0.01%
648,986
+35,209
1238
$7.32M 0.01%
649,689
+51,584
1239
$7.32M 0.01%
614,193
-12,911
1240
$7.32M 0.01%
112,054
-11,958
1241
$7.3M 0.01%
2,429,191
-777,648
1242
$7.3M 0.01%
268,432
+25,976
1243
$7.3M 0.01%
423,953
+1,202
1244
$7.29M 0.01%
174,250
-65,152
1245
$7.29M 0.01%
161,474
+10,220
1246
$7.28M 0.01%
701,530
+182,748
1247
$7.26M 0.01%
856,194
-294,723
1248
$7.25M 0.01%
444,823
-166,962
1249
$7.24M 0.01%
87,220
+5,084
1250
$7.23M 0.01%
17,629
-13,049
48 49
50
51 52