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
1951
$2.59M ﹤0.01%
186,843
+13,680
1952
$2.59M ﹤0.01%
267,347
-32,367
1953
$2.59M ﹤0.01%
95,129
-24,760
1954
$2.58M ﹤0.01%
58,154
+5,266
1955
$2.58M ﹤0.01%
64,230
-59,778
1956
$2.57M ﹤0.01%
37,205
-2,146
1957
$2.56M ﹤0.01%
283,456
-148,743
1958
$2.56M ﹤0.01%
75,468
+4,678
1959
$2.56M ﹤0.01%
60,409
-66,426
1960
$2.54M ﹤0.01%
76,811
-16,504
1961
$2.54M ﹤0.01%
44,085
+4,548
1962
$2.54M ﹤0.01%
40,015
-487
1963
$2.54M ﹤0.01%
81,910
-60,246
1964
$2.54M ﹤0.01%
71,563
+14,500
1965
$2.53M ﹤0.01%
67,858
-54,541
1966
$2.53M ﹤0.01%
56,948
+12,613
1967
$2.52M ﹤0.01%
37,651
+369
1968
$2.52M ﹤0.01%
167,704
-5,284
1969
$2.51M ﹤0.01%
79,184
+61,358
1970
$2.5M ﹤0.01%
40,763
-5,065
1971
$2.5M ﹤0.01%
91,657
+1,611
1972
$2.49M ﹤0.01%
38,327
+5,664
1973
$2.49M ﹤0.01%
144,079
-290,981
1974
$2.49M ﹤0.01%
552,106
+25,317
1975
$2.49M ﹤0.01%
18,297
-16,018
77 78
79
80 81