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
376
$60.7M 0.04%
1,027,024
-224,631
377
$60.2M 0.04%
1,415,795
+494,825
378
$58.9M 0.04%
765,505
-386,438
379
$58.8M 0.04%
1,459,180
+66,299
380
$58.8M 0.04%
307,158
-241,777
381
$58.7M 0.04%
1,343,544
+38,072
382
$58.5M 0.04%
507,526
+157,477
383
$58.3M 0.04%
2,773,964
+1,382,957
384
$58.2M 0.04%
1,190,607
+106,364
385
$57.8M 0.04%
143,185
+3,827
386
$57.6M 0.04%
972,312
-279,277
387
$57.5M 0.04%
1,158,439
+73,117
388
$57.2M 0.04%
2,078,007
-35,247
389
$56.5M 0.04%
1,129,354
+9,016
390
$56M 0.04%
482,914
-44,419
391
$55.8M 0.04%
863,451
-34,325
392
$55.8M 0.04%
800,887
+123,380
393
$55.7M 0.04%
6,844,950
-460,840
394
$55.6M 0.04%
439,420
-56,341
395
$55.2M 0.04%
1,090,013
-10,048
396
$55.2M 0.04%
818,498
-30,697
397
$54.7M 0.04%
2,882,631
-10,754,543
398
$54.4M 0.04%
806,481
-353,380
399
$54.4M 0.04%
4,036,936
+6,021
400
$54.2M 0.04%
649,746
-267,459
14 15
16
17 18