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
351
$67.3M 0.04%
361,966
-24,398
352
$67.2M 0.04%
2,939,243
-212,648
353
$66.9M 0.04%
657,586
-288,357
354
$66.8M 0.04%
1,386,289
-420,086
355
$66.8M 0.04%
1,613,486
-196,603
356
$66.8M 0.04%
1,448,857
+254,818
357
$66.6M 0.04%
1,257,249
+508,742
358
$66.3M 0.04%
2,277,372
-126,756
359
$66M 0.04%
710,915
-372,640
360
$65.9M 0.04%
1,067,614
+140,062
361
$65.7M 0.04%
1,261,964
+63,610
362
$65.7M 0.04%
4,047,650
+62,125
363
$65.5M 0.04%
2,074,184
+57,978
364
$65.4M 0.04%
815,603
+46,857
365
$65.2M 0.04%
1,477,515
+251,783
366
$64.7M 0.04%
621,203
+82,759
367
$64M 0.04%
1,527,052
-54,509
368
$64M 0.04%
2,177,112
-105,628
369
$62.8M 0.04%
376,156
+97,367
370
$62.6M 0.04%
1,716,114
-756,496
371
$62.3M 0.04%
1,957,849
-635,325
372
$62.2M 0.04%
1,259,991
+183,715
373
$61.5M 0.04%
758,820
-4,273,865
374
$61.5M 0.04%
5,489,823
+1,601,232
375
$61.4M 0.04%
1,154,926
+33,916
13 14
15
16 17