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
3851
$203K ﹤0.01%
24,376
-1,295
3852
$203K ﹤0.01%
11,042
-805
3853
$203K ﹤0.01%
16,400
-100
3854
$203K ﹤0.01%
8,478
-794
3855
$202K ﹤0.01%
22,000
-200
3856
$202K ﹤0.01%
19,295
+17,675
3857
$202K ﹤0.01%
8,208
+1,988
3858
$202K ﹤0.01%
18,228
+1,360
3859
$201K ﹤0.01%
16,041
+3,238
3860
$201K ﹤0.01%
49,000
+1,000
3861
$201K ﹤0.01%
8,445
+7,630
3862
$201K ﹤0.01%
2,023
+505
3863
$201K ﹤0.01%
22,200
+1,000
3864
$201K ﹤0.01%
13,051
-45,996
3865
$201K ﹤0.01%
23,395
-12,332
3866
$201K ﹤0.01%
15,138
-2,546
3867
$200K ﹤0.01%
+2,769
3868
$200K ﹤0.01%
3,273
+2,103
3869
$200K ﹤0.01%
1,702
+4
3870
$199K ﹤0.01%
2,622
+23
3871
$199K ﹤0.01%
17,570
+3,234
3872
$199K ﹤0.01%
4,701
-1,783
3873
$199K ﹤0.01%
+768
3874
$198K ﹤0.01%
3,450
-1,556
3875
$198K ﹤0.01%
10,100
+2,885
153 154
155
156 157