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
2776
$1.02M ﹤0.01%
126,120
+4,552
2777
$1.02M ﹤0.01%
34,940
-24,734
2778
$1.02M ﹤0.01%
58,313
+13,172
2779
$1.02M ﹤0.01%
50,300
-61,495
2780
$1.02M ﹤0.01%
64,097
+30,647
2781
$1.02M ﹤0.01%
18,183
-5,422
2782
$1.02M ﹤0.01%
44,207
-207,132
2783
$1.02M ﹤0.01%
69,769
+4,984
2784
$1.02M ﹤0.01%
37,701
-1,653
2785
$1.02M ﹤0.01%
25,430
+4,461
2786
$1.02M ﹤0.01%
17,708
-3,266
2787
$1.01M ﹤0.01%
33,119
+11,730
2788
$1.01M ﹤0.01%
42,015
-37,186
2789
$1.01M ﹤0.01%
40,660
-82,860
2790
$1.01M ﹤0.01%
86,826
-93,896
2791
$1.01M ﹤0.01%
33,172
+19,615
2792
$1.01M ﹤0.01%
49,391
-974
2793
$1.01M ﹤0.01%
+65,105
2794
$1M ﹤0.01%
62,964
-17,820
2795
$1M ﹤0.01%
7,806
-947
2796
$1M ﹤0.01%
39,713
+8,207
2797
$1M ﹤0.01%
21,142
-512
2798
$1M ﹤0.01%
12,345
-2,109
2799
$999K ﹤0.01%
17,908
+2,584
2800
$999K ﹤0.01%
25,628
+8,106
110 111
112
113 114