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
276
$93.8M 0.06%
1,073,449
-275,667
277
$93.8M 0.06%
5,700,061
-108,789
278
$93.4M 0.06%
2,121,374
-12,416
279
$93.1M 0.06%
1,318,197
-184,454
280
$93.1M 0.06%
2,120,273
+1,017,617
281
$92.2M 0.06%
886,361
-44,284
282
$90.4M 0.06%
1,176,253
+1,041,973
283
$89.4M 0.06%
1,949,437
-238,692
284
$89.1M 0.06%
2,440,461
-106,532
285
$88.9M 0.06%
3,435,830
-273,795
286
$88.7M 0.06%
836,919
-132,270
287
$88M 0.06%
927,544
+173,225
288
$87.4M 0.06%
1,188,456
-239,128
289
$87M 0.06%
776,799
+104,294
290
$86.6M 0.06%
849,833
-3,534
291
$85.2M 0.06%
2,281,702
+1,397,060
292
$84.9M 0.06%
2,042,799
-229,617
293
$84.9M 0.06%
969,874
+15,926
294
$84.8M 0.06%
4,616,334
-732,820
295
$84.4M 0.06%
2,297,289
-567,093
296
$84M 0.06%
2,043,256
+739,942
297
$84M 0.06%
1,001,522
+20,750
298
$84M 0.06%
1,285,940
+385,555
299
$83.1M 0.06%
4,252,443
+3,421,996
300
$82.9M 0.06%
819,669
+271,705
10 11
12
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