UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,270
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
26
$639M 0.44%
8,192,215
-265,059
27
$635M 0.44%
11,569,115
-960,755
28
$633M 0.44%
7,729,303
+290,334
29
$600M 0.41%
8,658,963
+318,391
30
$570M 0.39%
5,811,084
-1,545,064
31
$552M 0.38%
20,065,180
-1,408,303
32
$546M 0.38%
5,199,380
+431,628
33
$545M 0.38%
16,500,755
-6,282,943
34
$540M 0.37%
5,458,720
-89,219
35
$527M 0.36%
6,867,130
-145,815
36
$522M 0.36%
4,946,722
+125,989
37
$522M 0.36%
10,704,407
+1,129,058
38
$509M 0.35%
4,484,364
+112,803
39
$506M 0.35%
4,666,314
+1,347,365
40
$501M 0.35%
4,793,631
+410,944
41
$500M 0.35%
4,617,942
+230,819
42
$498M 0.34%
5,630,521
+192,097
43
$497M 0.34%
5,999,360
+902,303
44
$494M 0.34%
5,083,579
+409,381
45
$491M 0.34%
31,917,820
-5,213,448
46
$485M 0.34%
1,630,533
+631,134
47
$485M 0.33%
1,749,205
-626,570
48
$475M 0.33%
6,696,416
+354,544
49
$468M 0.32%
9,625,262
+116,518
50
$465M 0.32%
4,298,706
+121,799
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