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
476
$42.1M 0.03%
831,672
+526,455
477
$41.6M 0.03%
788,944
-184,814
478
$41.5M 0.03%
1,131,656
+37,920
479
$41.2M 0.03%
665,545
-133,812
480
$41.1M 0.03%
637,506
+34,968
481
$40.9M 0.03%
683,856
-2,391
482
$40.8M 0.03%
650,364
+156,881
483
$40.8M 0.03%
566,117
+40,162
484
$40.6M 0.03%
1,589,097
+498,969
485
$40.5M 0.03%
270,302
+7,411
486
$40.4M 0.03%
1,661,834
-503,879
487
$40.2M 0.03%
333,134
-99,676
488
$40M 0.03%
965,275
+204,372
489
$39.9M 0.03%
556,665
-53,512
490
$39.7M 0.03%
87,992
-10,512
491
$39.7M 0.03%
780,490
+690,644
492
$39.6M 0.03%
417,306
-50,655
493
$39.5M 0.03%
1,784,160
+117,280
494
$39.4M 0.03%
516,513
+227,852
495
$39.3M 0.03%
429,381
+33,608
496
$39M 0.03%
920,970
+68,159
497
$38.9M 0.03%
1,713,539
+126,837
498
$38.8M 0.03%
355,150
-29,027
499
$38.8M 0.03%
1,611,008
+158,257
500
$38.7M 0.03%
413,379
-286,115
18 19
20
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