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
3951
$176K ﹤0.01%
13,214
+1,782
3952
$176K ﹤0.01%
1,985
-1,754
3953
$176K ﹤0.01%
6,634
-754
3954
$176K ﹤0.01%
7,656
+252
3955
$176K ﹤0.01%
22,737
+3,116
3956
$175K ﹤0.01%
10,074
+952
3957
$175K ﹤0.01%
7,232
-23,974
3958
$175K ﹤0.01%
13,285
-830
3959
$174K ﹤0.01%
5,434
-28,006
3960
$174K ﹤0.01%
6,193
-350
3961
$174K ﹤0.01%
7,986
3962
$174K ﹤0.01%
34,433
-25,410
3963
$174K ﹤0.01%
10,323
-2,069
3964
$173K ﹤0.01%
8,710
-54,186
3965
$173K ﹤0.01%
16,807
+729
3966
$173K ﹤0.01%
24,288
+17,774
3967
$172K ﹤0.01%
860
+710
3968
$172K ﹤0.01%
14,461
+13,592
3969
$172K ﹤0.01%
2,507
+1,464
3970
$172K ﹤0.01%
2,809
-17,160
3971
$171K ﹤0.01%
7,395
+195
3972
$171K ﹤0.01%
9,824
-1,400
3973
$171K ﹤0.01%
6,522
+6,258
3974
$171K ﹤0.01%
1,066
-60
3975
$171K ﹤0.01%
9,892
+599
157 158
159
160 161