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
2701
$1.14M ﹤0.01%
18,675
+11,842
2702
$1.14M ﹤0.01%
45,575
-3,082
2703
$1.13M ﹤0.01%
38,476
+16,951
2704
$1.13M ﹤0.01%
43,408
+12,173
2705
$1.13M ﹤0.01%
23,336
-40,443
2706
$1.13M ﹤0.01%
105,393
-5,559
2707
$1.13M ﹤0.01%
3,386
+3,207
2708
$1.13M ﹤0.01%
89,455
+15,127
2709
$1.13M ﹤0.01%
99,193
-3,981
2710
$1.12M ﹤0.01%
70,204
+26,520
2711
$1.12M ﹤0.01%
19,958
-2,391
2712
$1.12M ﹤0.01%
42,724
+40,200
2713
$1.12M ﹤0.01%
57,030
+28,280
2714
$1.12M ﹤0.01%
18,498
-1,264
2715
$1.12M ﹤0.01%
26,397
-29,028
2716
$1.12M ﹤0.01%
30,534
+14,716
2717
$1.12M ﹤0.01%
80,394
+2,844
2718
$1.12M ﹤0.01%
13,920
+939
2719
$1.11M ﹤0.01%
99,785
-6,725
2720
$1.11M ﹤0.01%
24,197
+271
2721
$1.11M ﹤0.01%
58,040
-11,713
2722
$1.11M ﹤0.01%
44,907
+41,932
2723
$1.11M ﹤0.01%
19,362
+14,218
2724
$1.11M ﹤0.01%
36,317
-36,939
2725
$1.11M ﹤0.01%
36,087
+22,627
107 108
109
110 111