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
3076
$648K ﹤0.01%
51,915
-2,571
3077
$647K ﹤0.01%
17,300
-1,287
3078
$646K ﹤0.01%
28,103
-1,786
3079
$644K ﹤0.01%
27,006
-1,653
3080
$642K ﹤0.01%
13,159
+5,246
3081
$641K ﹤0.01%
1,134
+1,090
3082
$641K ﹤0.01%
45,585
+37,535
3083
$640K ﹤0.01%
44,706
+396
3084
$638K ﹤0.01%
48,405
-11,163
3085
$637K ﹤0.01%
8,444
-1,594
3086
$636K ﹤0.01%
11,713
+1,730
3087
$636K ﹤0.01%
50,007
+5,990
3088
$636K ﹤0.01%
131,154
+25,773
3089
$636K ﹤0.01%
11,420
+752
3090
$635K ﹤0.01%
45,744
+5,493
3091
$635K ﹤0.01%
65,436
-36,197
3092
$635K ﹤0.01%
114,808
+112,197
3093
$634K ﹤0.01%
37,621
+34,552
3094
$634K ﹤0.01%
71,856
+3,500
3095
$633K ﹤0.01%
11,857
+4,583
3096
$632K ﹤0.01%
46,547
-524
3097
$631K ﹤0.01%
33,257
-82,685
3098
$631K ﹤0.01%
34,790
+27,875
3099
$629K ﹤0.01%
11,586
-37,627
3100
$628K ﹤0.01%
12,348
+501
122 123
124
125 126