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
2001
$2.39M ﹤0.01%
161,162
+34,029
2002
$2.39M ﹤0.01%
41,601
-181
2003
$2.38M ﹤0.01%
132,403
-12,480
2004
$2.38M ﹤0.01%
104,904
-2,633
2005
$2.38M ﹤0.01%
83,910
+10,547
2006
$2.38M ﹤0.01%
80,970
-2,171
2007
$2.38M ﹤0.01%
74,544
-26,194
2008
$2.37M ﹤0.01%
58,060
+12,287
2009
$2.37M ﹤0.01%
92,730
-28,588
2010
$2.37M ﹤0.01%
99,418
-1,195
2011
$2.37M ﹤0.01%
307,729
+4,261
2012
$2.37M ﹤0.01%
111,009
-1,849
2013
$2.37M ﹤0.01%
75,130
-122,695
2014
$2.37M ﹤0.01%
51,660
+22,922
2015
$2.36M ﹤0.01%
166,187
+52,170
2016
$2.36M ﹤0.01%
92,275
+9,168
2017
$2.36M ﹤0.01%
68,917
+50,244
2018
$2.36M ﹤0.01%
61,368
-4,070
2019
$2.36M ﹤0.01%
41,781
+3,936
2020
$2.35M ﹤0.01%
25,742
+20,842
2021
$2.35M ﹤0.01%
141,624
+45,037
2022
$2.35M ﹤0.01%
44,668
+177
2023
$2.34M ﹤0.01%
92,187
+38,608
2024
$2.34M ﹤0.01%
44,261
-99,157
2025
$2.33M ﹤0.01%
58,743
+22,420
79 80
81
82 83