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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.9B
2
+$541M
3
+$511M
4
AIG icon
American International
AIG
+$420M
5
UBS icon
UBS Group
UBS
+$286M

Top Sells

1
+$675M
2
+$449M
3
+$375M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$347M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.59M ﹤0.01%
159,500
-28,338
2477
$1.59M ﹤0.01%
38,131
+1,607
2478
$1.58M ﹤0.01%
30,652
+3,404
2479
$1.58M ﹤0.01%
24,446
+8,998
2480
$1.58M ﹤0.01%
634,419
-19,204
2481
$1.58M ﹤0.01%
533,500
+304,570
2482
$1.57M ﹤0.01%
29,881
-27,190
2483
$1.57M ﹤0.01%
27,046
-58
2484
$1.57M ﹤0.01%
61,084
+60,484
2485
$1.56M ﹤0.01%
14,220
-56,314
2486
$1.56M ﹤0.01%
70,260
+985
2487
$1.56M ﹤0.01%
101,590
+4,750
2488
$1.56M ﹤0.01%
36,972
-32,166
2489
$1.56M ﹤0.01%
111,717
+14,735
2490
$1.56M ﹤0.01%
53,788
+3,213
2491
$1.56M ﹤0.01%
22,032
+5,126
2492
$1.56M ﹤0.01%
82,676
+36,661
2493
$1.55M ﹤0.01%
118,061
+88,483
2494
$1.55M ﹤0.01%
+77,166
2495
$1.55M ﹤0.01%
73,587
+9,969
2496
$1.55M ﹤0.01%
28,739
+6,409
2497
$1.55M ﹤0.01%
37,048
-15,325
2498
$1.55M ﹤0.01%
102,725
+6,005
2499
$1.55M ﹤0.01%
27,372
+4,457
2500
$1.55M ﹤0.01%
148,222
-8,915
98 99
100
101 102