UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,366
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
Financial Select Sector SPDR Fund
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
1
$10B 7.08%
52,168,055
+14,620,938
2
$1.92B 1.36%
103,446,561
-1,777,196
3
$1.84B 1.3%
66,642,440
-13,611,276
4
$1.21B 0.86%
11,108,221
+1,400,224
5
$1.15B 0.81%
25,883,010
-4,081,041
6
$1.11B 0.78%
19,298,166
+33,916
7
$1.08B 0.76%
18,993,764
+8,889,149
8
$1.07B 0.76%
34,073,900
+455,680
9
$860M 0.61%
7,111,874
-31,031
10
$846M 0.6%
28,073,019
-1,043,382
11
$818M 0.58%
13,414,489
+1,169,315
12
$805M 0.57%
29,476,348
-1,431,760
13
$795M 0.56%
6,881,422
+2,506,742
14
$710M 0.5%
7,534,260
+3,112,964
15
$681M 0.48%
8,315,942
+145,408
16
$673M 0.48%
5,140,773
+225,746
17
$648M 0.46%
6,941,484
-3,257,594
18
$639M 0.45%
6,470,253
+158,682
19
$624M 0.44%
6,104,455
+796,513
20
$605M 0.43%
6,035,813
+542,744
21
$595M 0.42%
5,845,122
+525,982
22
$589M 0.42%
9,276,743
+185,436
23
$587M 0.42%
10,487,532
-201,690
24
$581M 0.41%
5,919,755
-437,821
25
$574M 0.41%
8,573,039
+225,537
1
2 3 4 5