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
501
$38M 0.03%
414,312
-2,994
502
$37.7M 0.03%
929,489
+928,568
503
$37.6M 0.03%
1,184,920
+73,165
504
$37.6M 0.03%
341,044
+131,723
505
$37.6M 0.03%
931,677
-213,770
506
$37.5M 0.03%
952,026
+43,410
507
$37.1M 0.02%
319,650
-105,979
508
$37.1M 0.02%
899,548
-65,727
509
$37M 0.02%
237,160
+151,140
510
$37M 0.02%
381,857
-31,522
511
$36.9M 0.02%
823,676
-149,526
512
$36.7M 0.02%
755,223
+69,302
513
$36.7M 0.02%
1,211,586
+676,257
514
$36.6M 0.02%
437,878
-86,144
515
$36.6M 0.02%
364,552
+6,449
516
$36.5M 0.02%
1,007,148
-124,508
517
$36.4M 0.02%
1,350,953
+1,236,419
518
$36.2M 0.02%
1,165,190
+140,211
519
$36M 0.02%
1,712,373
-1,166
520
$35.9M 0.02%
253,107
+9,148
521
$35.8M 0.02%
626,756
-24,831
522
$35.7M 0.02%
1,770,989
+135,614
523
$35.4M 0.02%
552,464
-23,797
524
$35.3M 0.02%
509,073
-7,440
525
$35.1M 0.02%
2,269,322
+242,710
19 20
21
22 23