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
326
$73.8M 0.05%
595,499
-205,280
327
$73.6M 0.05%
5,534,690
-500,680
328
$73.5M 0.05%
393,567
-83,850
329
$73M 0.05%
4,024,345
+812,700
330
$72.7M 0.05%
1,451,792
+296,341
331
$72.5M 0.05%
746,830
+11,705
332
$72.5M 0.05%
2,000,984
+1,053,121
333
$72.3M 0.05%
1,065,468
-1,652,830
334
$71.5M 0.05%
1,059,042
+329,939
335
$71.4M 0.05%
1,106,706
+29,560
336
$71M 0.05%
205,360
-54,195
337
$70.3M 0.05%
664,546
+481,446
338
$70.3M 0.05%
1,789,043
-877,160
339
$70.1M 0.05%
1,226,705
+578,374
340
$70.1M 0.05%
1,443,267
-75,719
341
$69.9M 0.05%
3,536,160
+18,355
342
$69.8M 0.05%
896,162
-170,409
343
$69.5M 0.05%
1,289,199
+102,117
344
$69M 0.05%
1,697,327
+476,283
345
$68.7M 0.05%
1,205,869
-43,229
346
$68.5M 0.05%
783,043
-337,761
347
$68M 0.05%
518,591
-6,160
348
$67.8M 0.05%
2,591,500
+265,220
349
$67.8M 0.05%
1,378,694
-69,541
350
$67.3M 0.04%
422,549
+152,247
12 13
14
15 16