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
3751
$238K ﹤0.01%
2,401
+1,373
3752
$237K ﹤0.01%
6,073
+2,108
3753
$237K ﹤0.01%
3,198
-125
3754
$236K ﹤0.01%
8,735
+501
3755
$235K ﹤0.01%
9,796
+456
3756
$234K ﹤0.01%
+12,150
3757
$233K ﹤0.01%
14,198
-607
3758
$233K ﹤0.01%
2,807
+892
3759
$233K ﹤0.01%
5,496
+4,671
3760
$233K ﹤0.01%
15,529
+8,455
3761
$233K ﹤0.01%
11,653
-127
3762
$232K ﹤0.01%
20,834
-4,994
3763
$232K ﹤0.01%
4,620
+1,998
3764
$232K ﹤0.01%
2,887
-174
3765
$232K ﹤0.01%
14,229
+8,460
3766
$232K ﹤0.01%
104,592
+12,624
3767
$231K ﹤0.01%
2,274
+516
3768
$231K ﹤0.01%
24,496
+4,060
3769
$231K ﹤0.01%
15,157
+7,651
3770
$230K ﹤0.01%
3,659
-3,133
3771
$230K ﹤0.01%
15,725
-2,983
3772
$230K ﹤0.01%
14,258
-59,057
3773
$229K ﹤0.01%
4,732
+632
3774
$229K ﹤0.01%
14,741
+3,890
3775
$229K ﹤0.01%
3,974
149 150
151
152 153