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
1926
$2.71M ﹤0.01%
53,048
+8,010
1927
$2.71M ﹤0.01%
549,103
-582,312
1928
$2.7M ﹤0.01%
85,716
-182,676
1929
$2.7M ﹤0.01%
70,818
+7,884
1930
$2.69M ﹤0.01%
86,587
+40,476
1931
$2.67M ﹤0.01%
168,229
-161,995
1932
$2.67M ﹤0.01%
83,706
-41,466
1933
$2.67M ﹤0.01%
546,091
-45,086
1934
$2.67M ﹤0.01%
67,973
-1,152
1935
$2.67M ﹤0.01%
110,810
-49,791
1936
$2.67M ﹤0.01%
92,825
-52,831
1937
$2.67M ﹤0.01%
115,374
+26,578
1938
$2.67M ﹤0.01%
152,690
-174,616
1939
$2.66M ﹤0.01%
119,049
+12,690
1940
$2.66M ﹤0.01%
350,962
-135,867
1941
$2.64M ﹤0.01%
61,038
-9,205
1942
$2.63M ﹤0.01%
219,570
+66,921
1943
$2.63M ﹤0.01%
90,249
+19,651
1944
$2.63M ﹤0.01%
63,100
-10,227
1945
$2.62M ﹤0.01%
215,056
+64,132
1946
$2.6M ﹤0.01%
36,544
+6,672
1947
$2.6M ﹤0.01%
183,912
+83,001
1948
$2.6M ﹤0.01%
261,656
+260,508
1949
$2.6M ﹤0.01%
45,371
-414
1950
$2.6M ﹤0.01%
42,528
+4,057
76 77
78
79 80