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
2676
$1.18M ﹤0.01%
51,674
+20,088
2677
$1.18M ﹤0.01%
28,546
-1,515
2678
$1.18M ﹤0.01%
41,052
-5,253
2679
$1.18M ﹤0.01%
96,581
-4,984
2680
$1.17M ﹤0.01%
45,504
-3,494
2681
$1.17M ﹤0.01%
27,663
-5,683
2682
$1.17M ﹤0.01%
23,282
-682
2683
$1.17M ﹤0.01%
29,129
+1,982
2684
$1.17M ﹤0.01%
95,243
-23,768
2685
$1.17M ﹤0.01%
10,369
+7,304
2686
$1.17M ﹤0.01%
78,336
-23,292
2687
$1.16M ﹤0.01%
40,218
+25,704
2688
$1.16M ﹤0.01%
37,051
-20,509
2689
$1.16M ﹤0.01%
10,726
-2,923
2690
$1.15M ﹤0.01%
79,064
+73,654
2691
$1.15M ﹤0.01%
64,220
+1,316
2692
$1.15M ﹤0.01%
55,095
+25,416
2693
$1.15M ﹤0.01%
78,924
-81,271
2694
$1.15M ﹤0.01%
1,758
+261
2695
$1.15M ﹤0.01%
265,821
-430,688
2696
$1.15M ﹤0.01%
140,446
-4,118
2697
$1.15M ﹤0.01%
44,138
+2,377
2698
$1.14M ﹤0.01%
22,363
+5,956
2699
$1.14M ﹤0.01%
70,715
-1,721
2700
$1.14M ﹤0.01%
66,529
-558,790
106 107
108
109 110