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
151
$192M 0.14%
4,070,836
-2,139,110
152
$191M 0.14%
8,705,681
+1,163,450
153
$191M 0.14%
2,114,199
+787,623
154
$190M 0.13%
1,742,831
+235,434
155
$189M 0.13%
4,613,930
-1,211,330
156
$189M 0.13%
11,312,025
+2,146,980
157
$187M 0.13%
7,103,284
+6,986,501
158
$186M 0.13%
2,578,121
-32,159
159
$186M 0.13%
3,522,553
+1,452,872
160
$184M 0.13%
2,290,884
+158,435
161
$184M 0.13%
2,375,317
+1,199,064
162
$181M 0.13%
1,311,332
-295,533
163
$181M 0.13%
4,307,313
-947,795
164
$178M 0.13%
1,670,141
-267,612
165
$178M 0.13%
1,292,079
-85,794
166
$177M 0.13%
2,103,412
-178,235
167
$174M 0.12%
2,136,492
+24,388
168
$174M 0.12%
2,533,692
+1,460,243
169
$173M 0.12%
2,485,278
+460,395
170
$171M 0.12%
5,837,851
-517,599
171
$168M 0.12%
4,638,910
-97,180
172
$167M 0.12%
5,384,809
-1,191,085
173
$166M 0.12%
3,062,810
+756,862
174
$163M 0.12%
6,534,470
+677,888
175
$162M 0.11%
3,735,298
+428,268
5 6
7
8 9