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
1976
$2.49M ﹤0.01%
84,005
-9,546
1977
$2.48M ﹤0.01%
24,801
-1,061
1978
$2.48M ﹤0.01%
32,709
-3,798
1979
$2.48M ﹤0.01%
118,721
-366,691
1980
$2.47M ﹤0.01%
50,941
+25,657
1981
$2.47M ﹤0.01%
75,053
+4,996
1982
$2.46M ﹤0.01%
121,044
-32,364
1983
$2.46M ﹤0.01%
289,658
+217,802
1984
$2.45M ﹤0.01%
29,674
+6,371
1985
$2.45M ﹤0.01%
133,883
-195,088
1986
$2.44M ﹤0.01%
306,434
+11,523
1987
$2.44M ﹤0.01%
64,630
-86,278
1988
$2.44M ﹤0.01%
28,324
-11,056
1989
$2.43M ﹤0.01%
37,349
+3,089
1990
$2.42M ﹤0.01%
2,075
+462
1991
$2.42M ﹤0.01%
239,254
+1,373
1992
$2.42M ﹤0.01%
29,798
-25,001
1993
$2.42M ﹤0.01%
95,208
-69,704
1994
$2.41M ﹤0.01%
37,309
+10,952
1995
$2.41M ﹤0.01%
12,247
+4,054
1996
$2.41M ﹤0.01%
134,522
-46,211
1997
$2.41M ﹤0.01%
376,601
+136,515
1998
$2.4M ﹤0.01%
135,433
-49,220
1999
$2.4M ﹤0.01%
163,333
+82,662
2000
$2.39M ﹤0.01%
61,890
-4,440
78 79
80
81 82