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
526
$35.1M 0.02%
481,267
-104,187
527
$34.9M 0.02%
986,845
+166,647
528
$34.9M 0.02%
430,609
-159,362
529
$34.8M 0.02%
780,571
+366,227
530
$34.8M 0.02%
503,509
+137,872
531
$34.8M 0.02%
1,399,580
+301,672
532
$34.7M 0.02%
483,338
-52,896
533
$34.7M 0.02%
787,835
+16,316
534
$34.6M 0.02%
1,603,054
-58,780
535
$34.5M 0.02%
525,960
-95,568
536
$34.5M 0.02%
1,240,132
+156,562
537
$34.5M 0.02%
730,755
+127,960
538
$34.3M 0.02%
1,786,159
+316,581
539
$34.3M 0.02%
1,993,490
+658,290
540
$34.3M 0.02%
1,529,963
+64,598
541
$34.3M 0.02%
581,754
-83,791
542
$34M 0.02%
164,468
-43,824
543
$33.9M 0.02%
374,147
-127,800
544
$33.9M 0.02%
1,104,999
+52,375
545
$33.8M 0.02%
653,418
+83,608
546
$33.6M 0.02%
1,993,876
+243,856
547
$33.6M 0.02%
329,722
+23,582
548
$33.5M 0.02%
910,044
+493,478
549
$33.4M 0.02%
1,400,134
+103,836
550
$33.3M 0.02%
373,381
+2,227
20 21
22
23 24