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
4276
$102K ﹤0.01%
4,196
+2,340
4277
$102K ﹤0.01%
2,573
+361
4278
$102K ﹤0.01%
2,897
-1,164
4279
$101K ﹤0.01%
47,311
+15,992
4280
$101K ﹤0.01%
3,039
-1,349
4281
$101K ﹤0.01%
93,406
-585
4282
$101K ﹤0.01%
329
+252
4283
$101K ﹤0.01%
2,234
-1,441
4284
$101K ﹤0.01%
2,284
+1,684
4285
$101K ﹤0.01%
490
+461
4286
$101K ﹤0.01%
13,371
-12,202
4287
$100K ﹤0.01%
20,658
-18,428
4288
$100K ﹤0.01%
2,540
+1,151
4289
$100K ﹤0.01%
3,273
+1,273
4290
$100K ﹤0.01%
5,715
+1,730
4291
$100K ﹤0.01%
2,530
+1,861
4292
$100K ﹤0.01%
16,374
+12,610
4293
$100K ﹤0.01%
9,284
-7,316
4294
$100K ﹤0.01%
29,609
-11,374
4295
$100K ﹤0.01%
8,745
-1,571
4296
$99K ﹤0.01%
3,482
+1,708
4297
$99K ﹤0.01%
6,168
+2,015
4298
$99K ﹤0.01%
8,450
+5,100
4299
$99K ﹤0.01%
9,652
+6,795
4300
$99K ﹤0.01%
970
+631
170 171
172
173 174