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
301
$86.9M 0.06%
1,329,140
-326,383
302
$86.2M 0.06%
1,324,954
+753,196
303
$85.9M 0.06%
1,468,480
+411,564
304
$85.8M 0.06%
3,576,143
+80,419
305
$84.9M 0.06%
2,296,588
+398,265
306
$84.8M 0.06%
753,699
+172,542
307
$84.7M 0.06%
1,151,943
+205,185
308
$84.6M 0.06%
980,772
+282,941
309
$84.3M 0.06%
639,427
+87,054
310
$84.1M 0.06%
3,397,634
+1,052,061
311
$83.6M 0.06%
1,806,375
-233,030
312
$82.7M 0.06%
2,457,141
+48,373
313
$82M 0.06%
5,792,436
-937,640
314
$81.6M 0.06%
2,724,316
+248,880
315
$79.9M 0.06%
750,222
+123,230
316
$79.7M 0.06%
1,337,863
-72,264
317
$79.3M 0.05%
863,271
+27,235
318
$79.3M 0.05%
1,265,580
+153,659
319
$78.9M 0.05%
2,282,740
+98,149
320
$78.5M 0.05%
840,872
+38,359
321
$78.4M 0.05%
386,364
+63,366
322
$78.2M 0.05%
2,568,105
+786,062
323
$78.1M 0.05%
3,825,740
+410,483
324
$78M 0.05%
1,251,655
-17,201
325
$78M 0.05%
2,273,263
+352,720
11 12
13
14 15