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
4501
$73K ﹤0.01%
3,528
+1,021
4502
$73K ﹤0.01%
10,119
-2,100
4503
$72K ﹤0.01%
+3,000
4504
$72K ﹤0.01%
4,347
+815
4505
$72K ﹤0.01%
6,320
-514
4506
$72K ﹤0.01%
5,153
+3,001
4507
$72K ﹤0.01%
2,235
-91,597
4508
$72K ﹤0.01%
2,739
-13,845
4509
$72K ﹤0.01%
6,772
+2,018
4510
$72K ﹤0.01%
2,213
+89
4511
$72K ﹤0.01%
2,074
+1,198
4512
$72K ﹤0.01%
5,308
-28,115
4513
$71K ﹤0.01%
32
+19
4514
$71K ﹤0.01%
1,124
+175
4515
$71K ﹤0.01%
6,743
+4,433
4516
$71K ﹤0.01%
3,687
+128
4517
$71K ﹤0.01%
6,659
+1,275
4518
$71K ﹤0.01%
3,660
+873
4519
$71K ﹤0.01%
19,896
-676
4520
$71K ﹤0.01%
7,038
-1,393
4521
$71K ﹤0.01%
1,628
+1,319
4522
$71K ﹤0.01%
4,275
+4,075
4523
$71K ﹤0.01%
452
-426
4524
$70K ﹤0.01%
1,138
+4
4525
$70K ﹤0.01%
2,129
-12,680
179 180
181
182 183