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
3926
$183K ﹤0.01%
12,040
-36,757
3927
$182K ﹤0.01%
1,496
+1,088
3928
$182K ﹤0.01%
2,146
-1,339
3929
$182K ﹤0.01%
5,018
+4,561
3930
$181K ﹤0.01%
6,556
-1,099
3931
$181K ﹤0.01%
2,071
+626
3932
$181K ﹤0.01%
26,328
+20,868
3933
$180K ﹤0.01%
3,659
+757
3934
$180K ﹤0.01%
10,168
-11,341
3935
$180K ﹤0.01%
62,093
+24,839
3936
$179K ﹤0.01%
25,270
-6,173
3937
$179K ﹤0.01%
11,895
-10,318
3938
$179K ﹤0.01%
6,624
-5,377
3939
$179K ﹤0.01%
59,359
+4,849
3940
$179K ﹤0.01%
9,000
+1,000
3941
$178K ﹤0.01%
2,720
-200
3942
$178K ﹤0.01%
6,175
-3,365
3943
$178K ﹤0.01%
16,965
+14,045
3944
$177K ﹤0.01%
4,207
-108
3945
$177K ﹤0.01%
8,554
+939
3946
$177K ﹤0.01%
13,677
+299
3947
$177K ﹤0.01%
30,126
+2,416
3948
$177K ﹤0.01%
22,739
+3,250
3949
$177K ﹤0.01%
5,501
-1,175
3950
$176K ﹤0.01%
38,846
-7,906
156 157
158
159 160