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
3576
$303K ﹤0.01%
3,866
+111
3577
$303K ﹤0.01%
8,304
-757
3578
$303K ﹤0.01%
30,932
-16,493
3579
$301K ﹤0.01%
+1
3580
$301K ﹤0.01%
10,023
+418
3581
$301K ﹤0.01%
9,960
+416
3582
$300K ﹤0.01%
31,234
+654
3583
$300K ﹤0.01%
9,700
-100
3584
$300K ﹤0.01%
4,823
+1,414
3585
$300K ﹤0.01%
13,506
+956
3586
$299K ﹤0.01%
4,949
+2,846
3587
$298K ﹤0.01%
25,250
+22,167
3588
$296K ﹤0.01%
20,419
-8
3589
$296K ﹤0.01%
2,942
-802
3590
$296K ﹤0.01%
5,500
+3,994
3591
$296K ﹤0.01%
3,902
+507
3592
$296K ﹤0.01%
12,061
+5,976
3593
$296K ﹤0.01%
12,061
-765,735
3594
$295K ﹤0.01%
15,282
+3,892
3595
$294K ﹤0.01%
10,551
+6,739
3596
$293K ﹤0.01%
20,944
-7,049
3597
$291K ﹤0.01%
20,410
-30,926
3598
$290K ﹤0.01%
6,376
-680
3599
$290K ﹤0.01%
189,658
-5,753
3600
$289K ﹤0.01%
12,466
-2,507
142 143
144
145 146