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
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,268
New
Increased
Reduced
Closed

Top Buys

1
+$699M
2
+$629M
3
+$484M
4
ROK icon
Rockwell Automation
ROK
+$433M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$390M

Top Sells

1
+$290M
2
+$286M
3
+$268M
4
UPS icon
United Parcel Service
UPS
+$224M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.7%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$59.4M 0.04%
745,143
-204,891
377
$59.3M 0.04%
900,385
+299,341
378
$59.1M 0.04%
2,518,765
-285,596
379
$59M 0.04%
927,552
-123,984
380
$58.8M 0.04%
139,358
-9,607
381
$58.7M 0.04%
3,211,645
+51,695
382
$58.7M 0.04%
1,818,641
+8,374
383
$58.6M 0.04%
2,545,149
+214,042
384
$58.5M 0.04%
2,404,128
+241,446
385
$58M 0.04%
4,030,915
+290,929
386
$58M 0.04%
960,191
+87,767
387
$57.9M 0.04%
1,121,010
+194,672
388
$57.8M 0.04%
849,195
-91,490
389
$57.5M 0.04%
1,392,881
+685,503
390
$57.4M 0.04%
1,058,551
-528,680
391
$57M 0.04%
1,016,489
-24,059
392
$56.8M 0.04%
1,710,708
+38,129
393
$56.5M 0.04%
1,069,493
-13,382
394
$56.5M 0.04%
1,069,636
+65,956
395
$56.4M 0.04%
3,888,591
+340,458
396
$56.4M 0.04%
1,305,472
+52,301
397
$55.9M 0.04%
2,186,632
+1,136,879
398
$55.7M 0.04%
1,100,061
-398,077
399
$55.6M 0.04%
2,449,746
+902,414
400
$55.4M 0.04%
547,964
-60,319
14 15
16
17 18