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
3251
$508K ﹤0.01%
22,831
+4,127
3252
$507K ﹤0.01%
14,196
+12,381
3253
$505K ﹤0.01%
53,576
-4,000
3254
$505K ﹤0.01%
17,026
-449
3255
$504K ﹤0.01%
37,543
+8,672
3256
$504K ﹤0.01%
4,162
-40
3257
$503K ﹤0.01%
24,150
-55,850
3258
$503K ﹤0.01%
19,714
-535
3259
$502K ﹤0.01%
16,223
-6,337
3260
$501K ﹤0.01%
374
-4
3261
$500K ﹤0.01%
11,920
+83
3262
$500K ﹤0.01%
4,900
-606
3263
$499K ﹤0.01%
16,373
+2,865
3264
$499K ﹤0.01%
107,191
-246,592
3265
$499K ﹤0.01%
11,986
+667
3266
$499K ﹤0.01%
31,550
-1,192
3267
$499K ﹤0.01%
39,314
+33,238
3268
$498K ﹤0.01%
20,598
-6,786
3269
$498K ﹤0.01%
16,626
+9,274
3270
$498K ﹤0.01%
25,595
-11,321
3271
$498K ﹤0.01%
14,460
+11,146
3272
$496K ﹤0.01%
+28,867
3273
$496K ﹤0.01%
33,255
+31,615
3274
$496K ﹤0.01%
17,410
+3
3275
$495K ﹤0.01%
43,806
-372
129 130
131
132 133