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
126
$227M 0.16%
4,231,976
-6,304,788
127
$225M 0.16%
8,610,651
+689,736
128
$224M 0.16%
4,509,694
-660,723
129
$222M 0.16%
3,570,423
+549,252
130
$219M 0.15%
3,950,413
+3,759,845
131
$217M 0.15%
8,475,680
-376,120
132
$216M 0.15%
2,602,303
+90,758
133
$214M 0.15%
2,680,184
+76,593
134
$213M 0.15%
4,081,951
+3,406,235
135
$213M 0.15%
13,132,964
-44,559
136
$210M 0.15%
9,116,017
+518,366
137
$208M 0.15%
1,899,159
+253,580
138
$208M 0.15%
2,622,212
-188,149
139
$206M 0.15%
9,905,766
-4,593,580
140
$203M 0.14%
1,095,184
-27,059
141
$200M 0.14%
5,597,601
-538,347
142
$200M 0.14%
2,865,428
+455,810
143
$200M 0.14%
3,187,928
+636,454
144
$199M 0.14%
3,299,645
-1,489,161
145
$195M 0.14%
1,826,987
-73,578
146
$195M 0.14%
1,677,222
-30,229
147
$195M 0.14%
1,196,386
+126,101
148
$193M 0.14%
1,759,995
+345,113
149
$193M 0.14%
8,930,826
+1,727,997
150
$192M 0.14%
2,439,154
-303,133
4 5
6
7 8