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
2551
$1.43M ﹤0.01%
60,395
+7,766
2552
$1.43M ﹤0.01%
41,611
-3,000
2553
$1.42M ﹤0.01%
33,080
-29,267
2554
$1.42M ﹤0.01%
56,871
+7,749
2555
$1.42M ﹤0.01%
1,939
+1,517
2556
$1.42M ﹤0.01%
+75,281
2557
$1.42M ﹤0.01%
24,955
-1,152
2558
$1.42M ﹤0.01%
45,302
-9,160
2559
$1.42M ﹤0.01%
78,764
-11,037
2560
$1.41M ﹤0.01%
689,280
-511,988
2561
$1.41M ﹤0.01%
32,494
+3,268
2562
$1.41M ﹤0.01%
63,297
+7,976
2563
$1.41M ﹤0.01%
85,350
+68,060
2564
$1.41M ﹤0.01%
49,221
-16,323
2565
$1.41M ﹤0.01%
76,350
+4,817
2566
$1.4M ﹤0.01%
22,925
+62
2567
$1.4M ﹤0.01%
87,540
-175,428
2568
$1.4M ﹤0.01%
47,796
+34,034
2569
$1.4M ﹤0.01%
66,137
-10,153
2570
$1.4M ﹤0.01%
15,349
+6,081
2571
$1.4M ﹤0.01%
21,220
-1,160
2572
$1.4M ﹤0.01%
100,911
+5,746
2573
$1.4M ﹤0.01%
28,738
+11,766
2574
$1.4M ﹤0.01%
134,330
-54,805
2575
$1.4M ﹤0.01%
48,092
-295
101 102
103
104 105