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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,224
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
26
$606M 0.4%
5,307,942
-843,891
27
$605M 0.4%
7,273,730
-804,390
28
$595M 0.4%
9,091,307
+432,344
29
$595M 0.4%
6,897,598
+2,669,168
30
$588M 0.39%
5,493,069
+699,438
31
$581M 0.39%
10,695,191
-873,924
32
$570M 0.38%
5,319,140
+372,418
33
$568M 0.38%
17,846,640
+1,345,885
34
$564M 0.37%
7,207,325
-521,978
35
$564M 0.37%
21,017,495
+2,741,187
36
$551M 0.37%
5,248,761
+582,447
37
$546M 0.36%
5,516,383
+57,663
38
$543M 0.36%
10,399,327
+3,680,641
39
$526M 0.35%
7,170,942
+303,812
40
$513M 0.34%
5,981,332
+2,369,408
41
$504M 0.34%
5,722,209
+91,688
42
$494M 0.33%
5,385,280
+301,701
43
$490M 0.33%
26,312,227
+7,409,195
44
$488M 0.32%
3,915,588
+102,491
45
$486M 0.32%
17,711,674
-2,353,506
46
$486M 0.32%
4,374,680
-109,684
47
$485M 0.32%
1,598,594
-31,939
48
$485M 0.32%
5,028,527
-170,853
49
$468M 0.31%
6,958,284
+363,392
50
$467M 0.31%
6,018,354
+7,857
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2
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