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
501
$38.4M 0.03%
287,342
+13,968
502
$38.2M 0.03%
936,430
+443,404
503
$37.8M 0.03%
651,587
-122,160
504
$37.8M 0.03%
501,947
+26,931
505
$37.6M 0.03%
1,245,821
+963,313
506
$37.6M 0.03%
884,614
+553
507
$37.5M 0.03%
1,624,374
+139,890
508
$37.4M 0.03%
426,119
+133,534
509
$37.4M 0.03%
1,052,624
-150,855
510
$37.4M 0.03%
623,066
+110,085
511
$37.3M 0.03%
350,049
+125,760
512
$37.3M 0.03%
1,275,044
-184,076
513
$37.2M 0.03%
230,832
-52,619
514
$37M 0.03%
358,103
+41,129
515
$36.8M 0.03%
366,923
+114,060
516
$36.8M 0.03%
212,449
-28,846
517
$36.7M 0.03%
515,336
-74,133
518
$36.7M 0.03%
771,519
+210,337
519
$36.4M 0.03%
1,635,375
+167,493
520
$36.2M 0.03%
1,419,142
+482,740
521
$36.1M 0.02%
683,037
-18,554
522
$36.1M 0.02%
648,331
+91,833
523
$35.9M 0.02%
1,016,182
+75,554
524
$35.8M 0.02%
597,350
+16,290
525
$35.8M 0.02%
849,897
+47,242
19 20
21
22 23