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
451
$44.7M 0.03%
925,401
+25,208
452
$44.6M 0.03%
1,340,413
+29,275
453
$44.6M 0.03%
537,145
-1,348
454
$44.4M 0.03%
1,112,080
+175,650
455
$44.4M 0.03%
2,190,191
+91,441
456
$44.3M 0.03%
1,163,120
+186,464
457
$44.2M 0.03%
216
-2
458
$44.1M 0.03%
1,438,531
-118,022
459
$43.8M 0.03%
683,627
+590
460
$43.4M 0.03%
1,734,846
+315,704
461
$43.2M 0.03%
1,327,067
-587,849
462
$43.1M 0.03%
727,352
-29,887
463
$43.1M 0.03%
836,690
+39,052
464
$43M 0.03%
290,071
+105,224
465
$42.9M 0.03%
816,887
-169,122
466
$42.9M 0.03%
504,099
-241,044
467
$42.7M 0.03%
1,003,571
+153,674
468
$42.6M 0.03%
1,162,880
+254,528
469
$42.4M 0.03%
496,989
+70,870
470
$42.4M 0.03%
1,022,098
+1,053
471
$42.2M 0.03%
4,501,700
+1,003,030
472
$42.2M 0.03%
1,289,916
-420,792
473
$42M 0.03%
1,788,891
-413,139
474
$41.8M 0.03%
1,361,799
-934,789
475
$41.6M 0.03%
81,620
-6,372
17 18
19
20 21