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
3776
$229K ﹤0.01%
8,369
+6,356
3777
$229K ﹤0.01%
1,701
-250
3778
$229K ﹤0.01%
10,660
+500
3779
$228K ﹤0.01%
17,115
-1,997
3780
$228K ﹤0.01%
9,090
+6,816
3781
$226K ﹤0.01%
8,049
-108,104
3782
$225K ﹤0.01%
3,405
-1,778
3783
$225K ﹤0.01%
2,573
+23
3784
$225K ﹤0.01%
23,069
+9,900
3785
$225K ﹤0.01%
4,056
+3,146
3786
$224K ﹤0.01%
4,140
+395
3787
$224K ﹤0.01%
8,755
-910
3788
$224K ﹤0.01%
3,790
-320
3789
$224K ﹤0.01%
9,141
-1,408
3790
$223K ﹤0.01%
8,276
+1,419
3791
$223K ﹤0.01%
123,826
+17,503
3792
$222K ﹤0.01%
6,656
+370
3793
$222K ﹤0.01%
18,154
+5,243
3794
$221K ﹤0.01%
25,466
-6,003
3795
$221K ﹤0.01%
15,685
+5,360
3796
$220K ﹤0.01%
8,460
+3,256
3797
$220K ﹤0.01%
32,152
+4,215
3798
$220K ﹤0.01%
13,506
+260
3799
$220K ﹤0.01%
8,514
+108
3800
$219K ﹤0.01%
10,774
+179
150 151
152
153 154