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
251
$107M 0.07%
1,120,038
-469,395
252
$106M 0.07%
7,821,945
+1,439,233
253
$106M 0.07%
2,090,826
-1,706,245
254
$105M 0.07%
968,539
+878,519
255
$105M 0.07%
3,504,527
-71,616
256
$105M 0.07%
2,322,655
-258,508
257
$104M 0.07%
2,426,728
-331,913
258
$104M 0.07%
2,827,414
-297,788
259
$104M 0.07%
2,643,475
-163,753
260
$103M 0.07%
3,233,572
-85,558
261
$101M 0.07%
2,416,752
-422,510
262
$100M 0.07%
1,492,728
-106,167
263
$99.7M 0.07%
3,632,993
-110,619
264
$99.3M 0.07%
4,580,528
+3,245,424
265
$98.8M 0.07%
1,898,126
+113,246
266
$98.4M 0.07%
1,775,779
-255,632
267
$96.6M 0.06%
4,399,095
+1,001,461
268
$96.3M 0.06%
1,379,890
+39,958
269
$96.1M 0.06%
621,373
-15,319
270
$95.5M 0.06%
3,147,224
+587,386
271
$95.2M 0.06%
882,850
+13,876
272
$95M 0.06%
1,418,383
-693,740
273
$94.9M 0.06%
2,238,636
+163,196
274
$94M 0.06%
700,545
+61,118
275
$93.9M 0.06%
1,067,711
-378,335
9 10
11
12 13