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
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,268
New
Increased
Reduced
Closed

Top Buys

1
+$699M
2
+$629M
3
+$484M
4
ROK icon
Rockwell Automation
ROK
+$433M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$390M

Top Sells

1
+$290M
2
+$286M
3
+$268M
4
UPS icon
United Parcel Service
UPS
+$224M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.7%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$95.2M 0.07%
2,133,790
+219,121
277
$95.2M 0.07%
1,339,932
+222,405
278
$95.1M 0.07%
868,974
+88,951
279
$95M 0.07%
2,272,416
-508,424
280
$95M 0.07%
2,546,993
+280,848
281
$95M 0.07%
259,555
-43,010
282
$94.4M 0.07%
6,382,712
+430,705
283
$94M 0.06%
2,593,174
+212,500
284
$92.4M 0.06%
1,040,198
+1,026,729
285
$92.2M 0.06%
1,083,555
-85,927
286
$92M 0.06%
1,710,116
+432,844
287
$91.7M 0.06%
1,342,521
+113,116
288
$90.7M 0.06%
1,133,508
+350,505
289
$90.6M 0.06%
1,066,571
+493,447
290
$90M 0.06%
1,120,804
-92,799
291
$89.8M 0.06%
800,938
-118,302
292
$89.4M 0.06%
2,042,604
+72,049
293
$89.1M 0.06%
2,472,610
+234,778
294
$89M 0.06%
1,799,978
+578,151
295
$89M 0.06%
2,075,440
-281,448
296
$88.1M 0.06%
853,367
+127,299
297
$87.5M 0.06%
953,948
+293,914
298
$87.4M 0.06%
129,603
+61,047
299
$87.4M 0.06%
1,125,075
+213,361
300
$86.9M 0.06%
2,977,412
+212,313
10 11
12
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