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
401
$53.9M 0.04%
46,804
-52,126
402
$53.5M 0.04%
1,661,628
-1,370,117
403
$53.4M 0.04%
1,243,010
+9,034
404
$53.2M 0.04%
1,333,220
+59,580
405
$53.2M 0.04%
513,690
-6,489
406
$52.7M 0.04%
2,221,185
+741,272
407
$52.5M 0.03%
1,062,636
+378,768
408
$52.2M 0.03%
1,885,126
+685,133
409
$52.1M 0.03%
1,420,208
+26,086
410
$52M 0.03%
431,074
-1,649
411
$52M 0.03%
3,409,496
+574,256
412
$51.7M 0.03%
777,584
-440,494
413
$51.6M 0.03%
2,504,069
+758,852
414
$51.3M 0.03%
2,263,362
+201,993
415
$50.9M 0.03%
1,073,057
+20,040
416
$50.8M 0.03%
478,114
+29,598
417
$50.7M 0.03%
3,214,630
+3,200,049
418
$50.7M 0.03%
6,873,139
-1,113,865
419
$50.2M 0.03%
437,667
+46,021
420
$50.2M 0.03%
2,787,515
+871,997
421
$50.1M 0.03%
392,966
-357,256
422
$50M 0.03%
866,966
-8,368
423
$49.9M 0.03%
521,638
+43,582
424
$49.7M 0.03%
958,083
-111,410
425
$49.7M 0.03%
1,261,738
-103,387
15 16
17
18 19