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
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,268
New
Increased
Reduced
Closed

Top Buys

1
+$699M
2
+$629M
3
+$484M
4
ROK icon
Rockwell Automation
ROK
+$433M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$390M

Top Sells

1
+$290M
2
+$286M
3
+$268M
4
UPS icon
United Parcel Service
UPS
+$224M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.7%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$45.6M 0.03%
797,638
-465,932
452
$45.4M 0.03%
753,511
-204,260
453
$45.3M 0.03%
250,780
-2,563
454
$45.3M 0.03%
677,507
-102,605
455
$45M 0.03%
900,193
-679,635
456
$44.9M 0.03%
538,493
-37,249
457
$44.7M 0.03%
1,145,447
+309,788
458
$44.3M 0.03%
1,126,062
+241,778
459
$44.3M 0.03%
1,313,704
-171,432
460
$44.2M 0.03%
391,646
-24,348
461
$44.2M 0.03%
1,020,115
-718,634
462
$44.1M 0.03%
478,056
-42,925
463
$44M 0.03%
669,860
-234,170
464
$44M 0.03%
2,098,750
+118,417
465
$43.7M 0.03%
424,260
-125,766
466
$43.6M 0.03%
589,971
-192,140
467
$43.6M 0.03%
1,311,138
-99,390
468
$42.8M 0.03%
1,021,045
+45,371
469
$42.6M 0.03%
2,835,240
-83,941
470
$42.6M 0.03%
1,745,217
-166,137
471
$42.6M 0.03%
1,084,243
+189,518
472
$42.4M 0.03%
1,738,914
+1,655,359
473
$42.3M 0.03%
1,345,691
-10,055
474
$42.2M 0.03%
739,450
+374,586
475
$42.1M 0.03%
748,507
-309,623
17 18
19
20 21