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
3626
$281K ﹤0.01%
34,500
-4,260
3627
$281K ﹤0.01%
5,920
+947
3628
$281K ﹤0.01%
15,100
-1,525
3629
$281K ﹤0.01%
9,456
-3,402
3630
$280K ﹤0.01%
36,093
+3,739
3631
$280K ﹤0.01%
26,251
+1,582
3632
$280K ﹤0.01%
27,022
+4,178
3633
$280K ﹤0.01%
10,943
+218
3634
$280K ﹤0.01%
18,670
+7,630
3635
$279K ﹤0.01%
7,367
+117
3636
$278K ﹤0.01%
15,484
+448
3637
$278K ﹤0.01%
23,838
-43,529
3638
$278K ﹤0.01%
10,238
+8,290
3639
$277K ﹤0.01%
40,085
-213,695
3640
$276K ﹤0.01%
59,900
+22,826
3641
$276K ﹤0.01%
3,231
+3,071
3642
$276K ﹤0.01%
126,644
-14,034
3643
$275K ﹤0.01%
10,509
-1,975
3644
$275K ﹤0.01%
11,005
+2,379
3645
$275K ﹤0.01%
1,603
+1,009
3646
$274K ﹤0.01%
7,604
+1,379
3647
$274K ﹤0.01%
19,172
-541
3648
$274K ﹤0.01%
11,730
+1,087
3649
$274K ﹤0.01%
13,816
-422
3650
$273K ﹤0.01%
+12,416
144 145
146
147 148