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
2026
$2.33M ﹤0.01%
52,386
-7,433
2027
$2.32M ﹤0.01%
27,486
+173
2028
$2.32M ﹤0.01%
60,875
+1,110
2029
$2.32M ﹤0.01%
48,955
+34,134
2030
$2.31M ﹤0.01%
48,826
+626
2031
$2.31M ﹤0.01%
59,562
-2,324
2032
$2.3M ﹤0.01%
36,926
-14,225
2033
$2.29M ﹤0.01%
79,054
+7,570
2034
$2.29M ﹤0.01%
74,703
+13,461
2035
$2.29M ﹤0.01%
94,877
+5,393
2036
$2.29M ﹤0.01%
51,313
+1,445
2037
$2.29M ﹤0.01%
46,521
-69,954
2038
$2.28M ﹤0.01%
45,649
+26,287
2039
$2.27M ﹤0.01%
34,473
+6,524
2040
$2.27M ﹤0.01%
54,971
-7,950
2041
$2.27M ﹤0.01%
71,848
-4,512
2042
$2.27M ﹤0.01%
169,426
-17,849
2043
$2.26M ﹤0.01%
62,784
-68,042
2044
$2.26M ﹤0.01%
145,230
+26,274
2045
$2.26M ﹤0.01%
72,014
+10,436
2046
$2.26M ﹤0.01%
161,937
-85,777
2047
$2.26M ﹤0.01%
66,362
+19,286
2048
$2.25M ﹤0.01%
181,251
-22,823
2049
$2.25M ﹤0.01%
49,761
+9,358
2050
$2.25M ﹤0.01%
88,195
+4,609
80 81
82
83 84