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
3276
$494K ﹤0.01%
15,798
-4,942
3277
$494K ﹤0.01%
17,755
-34,790
3278
$493K ﹤0.01%
11,360
+582
3279
$492K ﹤0.01%
12,496
+251
3280
$492K ﹤0.01%
7,370
+832
3281
$492K ﹤0.01%
9,490
+646
3282
$492K ﹤0.01%
29,825
+26,907
3283
$491K ﹤0.01%
110,181
+9
3284
$490K ﹤0.01%
1,439,021
+5,553
3285
$490K ﹤0.01%
5,529
+3,444
3286
$489K ﹤0.01%
9,084
+2,023
3287
$489K ﹤0.01%
2,116
+530
3288
$489K ﹤0.01%
60,637
+8,807
3289
$488K ﹤0.01%
23,218
-1,993
3290
$487K ﹤0.01%
15,731
+2,263
3291
$487K ﹤0.01%
36,801
+10,838
3292
$485K ﹤0.01%
32,719
-763
3293
$485K ﹤0.01%
20,000
3294
$485K ﹤0.01%
22,046
+7,960
3295
$483K ﹤0.01%
4,784
+1,455
3296
$482K ﹤0.01%
74,949
+978
3297
$481K ﹤0.01%
22,746
+9,120
3298
$478K ﹤0.01%
88,210
-40,960
3299
$476K ﹤0.01%
6,243
+4,094
3300
$475K ﹤0.01%
54,894
+9,275
130 131
132
133 134