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
2526
$1.51M ﹤0.01%
38,164
+35,128
2527
$1.5M ﹤0.01%
138,425
-39
2528
$1.5M ﹤0.01%
57,744
-17,944
2529
$1.5M ﹤0.01%
62,940
+3,786
2530
$1.49M ﹤0.01%
144,429
+9,484
2531
$1.49M ﹤0.01%
110,340
+91,858
2532
$1.49M ﹤0.01%
73,596
+8,241
2533
$1.49M ﹤0.01%
53,381
+1,009
2534
$1.48M ﹤0.01%
37,265
+2,533
2535
$1.48M ﹤0.01%
26,357
-3,512
2536
$1.48M ﹤0.01%
30,057
+1,445
2537
$1.47M ﹤0.01%
145,797
-5,799
2538
$1.46M ﹤0.01%
55,561
-4,011
2539
$1.46M ﹤0.01%
111,222
+18,254
2540
$1.46M ﹤0.01%
107,292
+770
2541
$1.45M ﹤0.01%
8,835
+6,874
2542
$1.45M ﹤0.01%
18,535
-3,461
2543
$1.45M ﹤0.01%
35,161
-17,513
2544
$1.45M ﹤0.01%
28,414
-7,351
2545
$1.45M ﹤0.01%
24,443
+3,138
2546
$1.44M ﹤0.01%
36,158
+1,255
2547
$1.43M ﹤0.01%
22,506
-3,741
2548
$1.43M ﹤0.01%
14,303
-6,114
2549
$1.43M ﹤0.01%
43,846
+41,656
2550
$1.43M ﹤0.01%
5,092
-2,682
100 101
102
103 104