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
426
$49.6M 0.03%
1,411,160
+65,469
427
$49.5M 0.03%
1,598,477
-220,164
428
$49.2M 0.03%
984,783
-41,664
429
$49.2M 0.03%
513,843
+65,094
430
$49.1M 0.03%
2,102,842
-1,148,234
431
$48.7M 0.03%
896,779
-428,175
432
$48.7M 0.03%
1,494,795
+188,009
433
$48.7M 0.03%
2,617,122
+1,751,719
434
$48.4M 0.03%
791,801
-168,390
435
$48.4M 0.03%
4,540,961
-419,844
436
$48M 0.03%
956,568
-18,468
437
$47.9M 0.03%
251,076
-330,372
438
$47.9M 0.03%
730,580
+5,796
439
$47.8M 0.03%
1,882,632
+88,232
440
$47.3M 0.03%
1,184,524
+114,888
441
$47.2M 0.03%
1,910,017
+320,920
442
$47M 0.03%
966,633
-412,854
443
$46.6M 0.03%
791,758
-682
444
$46.6M 0.03%
2,361,035
-597,682
445
$46.3M 0.03%
998,402
-60,149
446
$46.1M 0.03%
2,168,538
-376,611
447
$45.3M 0.03%
717,521
-18,706
448
$45M 0.03%
274,115
-39,269
449
$44.8M 0.03%
276,833
+32,931
450
$44.8M 0.03%
312,246
-14,509
16 17
18
19 20