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
2651
$1.23M ﹤0.01%
46,972
+4,971
2652
$1.23M ﹤0.01%
26,358
-15,198
2653
$1.23M ﹤0.01%
39,098
+634
2654
$1.23M ﹤0.01%
71,548
-4,833
2655
$1.23M ﹤0.01%
91,424
+68,925
2656
$1.23M ﹤0.01%
79,457
+2,751
2657
$1.23M ﹤0.01%
29,797
-53,321
2658
$1.23M ﹤0.01%
94,984
+3,163
2659
$1.22M ﹤0.01%
17,041
+1,320
2660
$1.21M ﹤0.01%
37,598
-7,310
2661
$1.21M ﹤0.01%
3,989,494
-169,165
2662
$1.2M ﹤0.01%
13,806
-3,620
2663
$1.2M ﹤0.01%
26,973
-2,961
2664
$1.2M ﹤0.01%
33,294
+3,274
2665
$1.2M ﹤0.01%
74,112
-6,399
2666
$1.19M ﹤0.01%
35,906
+20,403
2667
$1.19M ﹤0.01%
20,199
+12,686
2668
$1.19M ﹤0.01%
131,780
+16,690
2669
$1.19M ﹤0.01%
35,818
-147,473
2670
$1.19M ﹤0.01%
41,259
+3,468
2671
$1.19M ﹤0.01%
29,903
-120,412
2672
$1.19M ﹤0.01%
29,232
+600
2673
$1.18M ﹤0.01%
14,866
-60,317
2674
$1.18M ﹤0.01%
42,213
-5,825
2675
$1.18M ﹤0.01%
20,466
+8,627
105 106
107
108 109