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
3226
$525K ﹤0.01%
25,365
+3,076
3227
$524K ﹤0.01%
19,580
-58,538
3228
$523K ﹤0.01%
62,658
+3,158
3229
$523K ﹤0.01%
20,925
+249
3230
$522K ﹤0.01%
10,075
-1,099
3231
$522K ﹤0.01%
4,716
-10,546
3232
$522K ﹤0.01%
17,694
+4,251
3233
$521K ﹤0.01%
32,143
-1,774
3234
$520K ﹤0.01%
27,096
+4,524
3235
$520K ﹤0.01%
22,275
-16,745
3236
$519K ﹤0.01%
9,691
-993,884
3237
$517K ﹤0.01%
17,540
+10,300
3238
$516K ﹤0.01%
11,655
-16,661
3239
$516K ﹤0.01%
9,490
+105
3240
$516K ﹤0.01%
20,940
+3,081
3241
$515K ﹤0.01%
18,261
+237
3242
$514K ﹤0.01%
8,707
-2,826
3243
$513K ﹤0.01%
18,673
+1,456
3244
$513K ﹤0.01%
47,238
+1,000
3245
$513K ﹤0.01%
28,837
+7,300
3246
$512K ﹤0.01%
24,233
+2,377
3247
$512K ﹤0.01%
41,622
-12,047
3248
$511K ﹤0.01%
13,841
-1,513
3249
$509K ﹤0.01%
16,125
+2,507
3250
$509K ﹤0.01%
47,200
-2,360
128 129
130
131 132