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
3726
$248K ﹤0.01%
27,653
+7,173
3727
$247K ﹤0.01%
4,309
-804
3728
$247K ﹤0.01%
7,415
-12,962
3729
$247K ﹤0.01%
70,559
+59
3730
$246K ﹤0.01%
6,531
+648
3731
$246K ﹤0.01%
14,757
-3,364
3732
$246K ﹤0.01%
29,006
+14,459
3733
$246K ﹤0.01%
9,322
+6,535
3734
$245K ﹤0.01%
6,672
-569
3735
$245K ﹤0.01%
4,149
-172,644
3736
$245K ﹤0.01%
17,342
+1,661
3737
$244K ﹤0.01%
5,849
-338
3738
$243K ﹤0.01%
34,537
+490
3739
$243K ﹤0.01%
11,056
-8,527
3740
$243K ﹤0.01%
14,017
-2,361
3741
$243K ﹤0.01%
5,743
-465
3742
$242K ﹤0.01%
35,849
-18,176
3743
$241K ﹤0.01%
13,958
+1,778
3744
$241K ﹤0.01%
11,314
+5,174
3745
$241K ﹤0.01%
75,134
+6,849
3746
$241K ﹤0.01%
9,339
+2,485
3747
$241K ﹤0.01%
17,390
+2,500
3748
$240K ﹤0.01%
12,832
-118,366
3749
$239K ﹤0.01%
20,867
-983
3750
$239K ﹤0.01%
12,050
+11,600
148 149
150
151 152