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
5251
$27K ﹤0.01%
3,176
-20,248
5252
$27K ﹤0.01%
498
-4,941
5253
$27K ﹤0.01%
1,749
-2,087
5254
$27K ﹤0.01%
1,632
-31
5255
$27K ﹤0.01%
2,643
+1,843
5256
$27K ﹤0.01%
10,374
+7,674
5257
$27K ﹤0.01%
6,306
+5,751
5258
$27K ﹤0.01%
3,125
+172
5259
$27K ﹤0.01%
+1,996
5260
$27K ﹤0.01%
+610
5261
$27K ﹤0.01%
+1,789
5262
$27K ﹤0.01%
2,420
5263
$27K ﹤0.01%
1,169
+175
5264
$27K ﹤0.01%
4,532
+1,896
5265
$26K ﹤0.01%
3,204
+2,426
5266
$26K ﹤0.01%
+2,467
5267
– –
0
5268
$26K ﹤0.01%
2,593
+693
5269
$26K ﹤0.01%
+1,520
5270
$26K ﹤0.01%
+1,265
5271
$26K ﹤0.01%
+2,011
5272
$26K ﹤0.01%
2,945
-864
5273
$26K ﹤0.01%
1,400
5274
$26K ﹤0.01%
1,314
+314
5275
$26K ﹤0.01%
1,466
-2
209 210
211
212 213