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
2801
$998K ﹤0.01%
102,712
-4,800
2802
$997K ﹤0.01%
44,752
+2,132
2803
$996K ﹤0.01%
19,544
+8,292
2804
$993K ﹤0.01%
104,437
+819
2805
$992K ﹤0.01%
86,370
+9,569
2806
$988K ﹤0.01%
38,787
-1,752
2807
$986K ﹤0.01%
20,901
+2,179
2808
$985K ﹤0.01%
24,867
+2,834
2809
$985K ﹤0.01%
152,330
-4,178
2810
$984K ﹤0.01%
84,760
-699
2811
$983K ﹤0.01%
36,200
+3,298
2812
$981K ﹤0.01%
22,964
-3,685
2813
$981K ﹤0.01%
8,993
+5,797
2814
$979K ﹤0.01%
6,811
-10,727
2815
$979K ﹤0.01%
41,193
-30,578
2816
$978K ﹤0.01%
65,737
-9,799
2817
$975K ﹤0.01%
20,032
-5,099
2818
$974K ﹤0.01%
31,986
+359
2819
$973K ﹤0.01%
73,127
+14,306
2820
$970K ﹤0.01%
20,462
+4,323
2821
$967K ﹤0.01%
25,997
+9,282
2822
$965K ﹤0.01%
36,579
+1,636
2823
$965K ﹤0.01%
25,930
-46,567
2824
$962K ﹤0.01%
81,413
-5,425
2825
$962K ﹤0.01%
20,322
-34,467
111 112
113
114 115