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
4226
$109K ﹤0.01%
12,449
+2,204
4227
$109K ﹤0.01%
4,591
+2,075
4228
$109K ﹤0.01%
4,638
-10,660
4229
$109K ﹤0.01%
1,100
+433
4230
$109K ﹤0.01%
4,357
-134,688
4231
$108K ﹤0.01%
3,217
-1,449
4232
$108K ﹤0.01%
3,137
+1,737
4233
$108K ﹤0.01%
30,823
-1,310
4234
$108K ﹤0.01%
3,176
-1,585
4235
$108K ﹤0.01%
9,164
+3,990
4236
$108K ﹤0.01%
183
-13
4237
$108K ﹤0.01%
4,758
+1,558
4238
$108K ﹤0.01%
4,703
+2,403
4239
$107K ﹤0.01%
11,118
-1,548
4240
$107K ﹤0.01%
3,043
-139,546
4241
$107K ﹤0.01%
4,311
+1,892
4242
$107K ﹤0.01%
+13,693
4243
$107K ﹤0.01%
6,545
+1,890
4244
$106K ﹤0.01%
38,615
+1,451
4245
$106K ﹤0.01%
40,475
-1,708
4246
$106K ﹤0.01%
7,179
+4,932
4247
$106K ﹤0.01%
270
-31
4248
$106K ﹤0.01%
3,952
+813
4249
$106K ﹤0.01%
1,510
-352
4250
$106K ﹤0.01%
8,000
-12,729
168 169
170
171 172