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
2926
$819K ﹤0.01%
353,026
+110,722
2927
$816K ﹤0.01%
11,684
+10,974
2928
$815K ﹤0.01%
73,938
-9,333
2929
$813K ﹤0.01%
17,069
+9,694
2930
$812K ﹤0.01%
56,741
+6,019
2931
$808K ﹤0.01%
41,614
+3,067
2932
$808K ﹤0.01%
16,643
-12,878
2933
$806K ﹤0.01%
16,391
-6,375
2934
$804K ﹤0.01%
358,101
+27,824
2935
$802K ﹤0.01%
23,356
+11,021
2936
$802K ﹤0.01%
26,819
+20,157
2937
$801K ﹤0.01%
153,743
+104,699
2938
$801K ﹤0.01%
255,111
+191,817
2939
$800K ﹤0.01%
40,169
-46,757
2940
$798K ﹤0.01%
24,932
+1,839
2941
$798K ﹤0.01%
47,017
+2,393
2942
$797K ﹤0.01%
32,540
-69,196
2943
$797K ﹤0.01%
31,083
-10,675
2944
$797K ﹤0.01%
18,783
-12,836
2945
$794K ﹤0.01%
26,199
+1,062
2946
$792K ﹤0.01%
38,394
+1,834
2947
$790K ﹤0.01%
34,964
-1,244
2948
$790K ﹤0.01%
42,330
+2,253
2949
$789K ﹤0.01%
130,012
+45,513
2950
$789K ﹤0.01%
17,485
-4,431
116 117
118
119 120