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
2726
$1.11M ﹤0.01%
318,832
+31,300
2727
$1.1M ﹤0.01%
25,251
+4,504
2728
$1.1M ﹤0.01%
21,911
+2,569
2729
$1.1M ﹤0.01%
24,536
-1,202
2730
$1.1M ﹤0.01%
26,542
-27,543
2731
$1.1M ﹤0.01%
111,164
-1,114,317
2732
$1.1M ﹤0.01%
22,144
+3,843
2733
$1.1M ﹤0.01%
63,094
+13,645
2734
$1.1M ﹤0.01%
83,925
+14,053
2735
$1.09M ﹤0.01%
26,252
+9,585
2736
$1.09M ﹤0.01%
76,163
-12,170
2737
$1.09M ﹤0.01%
628,030
+168,368
2738
$1.09M ﹤0.01%
229,351
+33,946
2739
$1.08M ﹤0.01%
81,725
-6,741
2740
$1.08M ﹤0.01%
10,800
+7,200
2741
$1.08M ﹤0.01%
99,763
-22,145
2742
$1.08M ﹤0.01%
171,376
-10,460
2743
$1.07M ﹤0.01%
35,575
+30,750
2744
$1.07M ﹤0.01%
42,426
+2,706
2745
$1.07M ﹤0.01%
47,007
+24,015
2746
$1.07M ﹤0.01%
53,278
-604
2747
$1.07M ﹤0.01%
23,478
-7,688
2748
$1.07M ﹤0.01%
13,045
+12,422
2749
$1.06M ﹤0.01%
4,264
-15,394
2750
$1.06M ﹤0.01%
42,479
-29,673
108 109
110
111 112