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
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,268
New
Increased
Reduced
Closed

Top Buys

1
+$699M
2
+$629M
3
+$484M
4
ROK icon
Rockwell Automation
ROK
+$433M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$390M

Top Sells

1
+$290M
2
+$286M
3
+$268M
4
UPS icon
United Parcel Service
UPS
+$224M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.7%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$69.8M 0.05%
3,517,805
+130,320
352
$69.4M 0.05%
495,761
-78,553
353
$68M 0.05%
1,379,487
-56,212
354
$67.8M 0.05%
1,155,451
-153,297
355
$67.7M 0.05%
+3,485,900
356
$67.5M 0.05%
7,987,004
+1,294,200
357
$67.1M 0.05%
2,559,838
+930,010
358
$67.1M 0.05%
2,958,717
-494,264
359
$66.6M 0.05%
917,205
-38,590
360
$66.4M 0.05%
334,424
-291,551
361
$66.2M 0.05%
3,985,525
+962,070
362
$65.8M 0.05%
768,746
-237,943
363
$65M 0.04%
1,674,085
+973,009
364
$64.8M 0.04%
1,914,916
+949,985
365
$64.8M 0.04%
1,187,082
-132,665
366
$64.5M 0.04%
735,125
+89,112
367
$63.5M 0.04%
2,016,206
-309,444
368
$62.1M 0.04%
1,198,354
+41,077
369
$61.8M 0.04%
1,194,039
+86,360
370
$61.3M 0.04%
897,776
-61,938
371
$61.1M 0.04%
527,333
+77,768
372
$61M 0.04%
2,326,280
+41,464
373
$60.8M 0.04%
2,812,894
+1,177,536
374
$60.6M 0.04%
2,113,254
+286,212
375
$60.1M 0.04%
1,221,044
-5,815,536
13 14
15
16 17