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
401
$55.4M 0.04%
1,365,125
+219,878
402
$55.2M 0.04%
1,120,338
-151,689
403
$54.4M 0.04%
4,960,805
+2,051,589
404
$54.3M 0.04%
986,009
-379,644
405
$53.5M 0.04%
1,085,322
-1,024
406
$53.3M 0.04%
7,618,940
+2,288,325
407
$52.9M 0.04%
538,444
+10,116
408
$52.9M 0.04%
2,202,030
+604,104
409
$52.8M 0.04%
432,723
+84,486
410
$52.3M 0.04%
1,022,274
-134,188
411
$52.1M 0.04%
757,239
-380,178
412
$52M 0.04%
208,292
-83,401
413
$51.9M 0.04%
1,303,314
-329,514
414
$51.9M 0.04%
1,026,447
+22,607
415
$51.8M 0.04%
1,102,656
-1,219,529
416
$51.7M 0.04%
1,394,122
+54,954
417
$51.5M 0.04%
1,076,276
-47,818
418
$51.5M 0.04%
1,233,976
-30,976
419
$51.3M 0.04%
7,305,790
+361,680
420
$51.3M 0.04%
437,976
+60,210
421
$51.3M 0.04%
762,561
+193,881
422
$51M 0.04%
1,053,017
+117,645
423
$51M 0.04%
448,516
-43,229
424
$50M 0.03%
1,225,732
-939,557
425
$49.5M 0.03%
729,103
+163,442
15 16
17
18 19