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
3876
$198K ﹤0.01%
16,604
+12,404
3877
$198K ﹤0.01%
15,498
+5,007
3878
$198K ﹤0.01%
5,274
+1,082
3879
$196K ﹤0.01%
7,352
+3,861
3880
$196K ﹤0.01%
9,345
+7,537
3881
$196K ﹤0.01%
13,313
-12,733
3882
$195K ﹤0.01%
8,880
+625
3883
$195K ﹤0.01%
12,727
-4,525
3884
$195K ﹤0.01%
4,734
+2,597
3885
$195K ﹤0.01%
14,069
+13,069
3886
$195K ﹤0.01%
10,100
-805
3887
$194K ﹤0.01%
2,947
+2,647
3888
$194K ﹤0.01%
543
-26
3889
$193K ﹤0.01%
6,699
-2,924
3890
$193K ﹤0.01%
10,478
-5,496
3891
$193K ﹤0.01%
12,306
+1,266
3892
$192K ﹤0.01%
7,986
-1,083
3893
$192K ﹤0.01%
4,083
+630
3894
$192K ﹤0.01%
17,300
-8,517
3895
$192K ﹤0.01%
9,327
-2,258
3896
$192K ﹤0.01%
49,174
+39,309
3897
$192K ﹤0.01%
45
-2
3898
$191K ﹤0.01%
10,530
-31,396
3899
$191K ﹤0.01%
3,596
-1,059
3900
$191K ﹤0.01%
19,456
-1,904
154 155
156
157 158