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
476
$41.6M 0.03%
958,486
+73,872
477
$41.6M 0.03%
725,586
+75,222
478
$41.3M 0.03%
1,492,533
+230,745
479
$41.1M 0.03%
1,169,328
-331,464
480
$41.1M 0.03%
672,285
-665,578
481
$40.9M 0.03%
686,938
-66,573
482
$40.7M 0.03%
340,289
+7,155
483
$40.4M 0.03%
674,705
-9,151
484
$40.3M 0.03%
377,031
+21,881
485
$40.2M 0.03%
1,462,119
+187,075
486
$39.7M 0.03%
404,178
+37,255
487
$39.5M 0.03%
377,058
+43,939
488
$39.3M 0.03%
315,955
+114,746
489
$39.1M 0.03%
1,528,511
+1,490,112
490
$38.8M 0.03%
3,924,539
+539,690
491
$38.7M 0.03%
1,072,575
+230,710
492
$38.7M 0.03%
671,758
+207,821
493
$38.7M 0.03%
1,655,839
+44,831
494
$38.7M 0.03%
422,939
-6,442
495
$38.4M 0.03%
648,343
+25,277
496
$38.3M 0.03%
675,716
-340,773
497
$38.2M 0.03%
2,683,261
+923,360
498
$38.2M 0.03%
179,734
-71,046
499
$38.1M 0.03%
801,820
+58,342
500
$38.1M 0.03%
1,396,128
+657,811
18 19
20
21 22