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
3801
$219K ﹤0.01%
67,489
+1,087
3802
$219K ﹤0.01%
8,174
+7,774
3803
$219K ﹤0.01%
309
+13
3804
$219K ﹤0.01%
8,910
+3,219
3805
$218K ﹤0.01%
8,278
-15,466
3806
$218K ﹤0.01%
4,429
-470
3807
$217K ﹤0.01%
10,833
-1,141
3808
$217K ﹤0.01%
15,870
-7,607
3809
$216K ﹤0.01%
8,264
+3,864
3810
$216K ﹤0.01%
1,810
+998
3811
$215K ﹤0.01%
2,637
+976
3812
$215K ﹤0.01%
3,075
+2,045
3813
$214K ﹤0.01%
28,633
+8,254
3814
$214K ﹤0.01%
2,773
+1,377
3815
$214K ﹤0.01%
14,410
+4,991
3816
$213K ﹤0.01%
4,367
-114
3817
$213K ﹤0.01%
6,488
+348
3818
$213K ﹤0.01%
12,267
+660
3819
$213K ﹤0.01%
5,066
-21
3820
$212K ﹤0.01%
17,936
-36,087
3821
$211K ﹤0.01%
+3,496
3822
$211K ﹤0.01%
6,245
+1,520
3823
$210K ﹤0.01%
11,463
+646
3824
$210K ﹤0.01%
11,532
+2,272
3825
$210K ﹤0.01%
3,193
-6,246
151 152
153
154 155