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
551
$33.2M 0.02%
67,038
+22,947
552
$33.1M 0.02%
379,343
-44,917
553
$33.1M 0.02%
815,572
+168,102
554
$33.1M 0.02%
501,903
-54,786
555
$33M 0.02%
505,956
+206,889
556
$32.9M 0.02%
522,224
-217,226
557
$32.9M 0.02%
1,161,447
+60,371
558
$32.8M 0.02%
206,991
-23,841
559
$32.8M 0.02%
783,747
+23,712
560
$32.8M 0.02%
265,267
-21,605
561
$32.4M 0.02%
566,966
-70,540
562
$32.2M 0.02%
235,280
-35,720
563
$32M 0.02%
278,676
-159,300
564
$31.9M 0.02%
879,468
+501,650
565
$31.9M 0.02%
297,853
-1,823
566
$31.7M 0.02%
500,890
+735
567
$31.6M 0.02%
392,538
-52,254
568
$31.5M 0.02%
1,954,045
+264,228
569
$31.4M 0.02%
515,010
+63,884
570
$31.4M 0.02%
1,025,828
+155,310
571
$31.4M 0.02%
1,188,415
+98,056
572
$31.4M 0.02%
295,938
+37,623
573
$31.3M 0.02%
762,103
+57,479
574
$31.2M 0.02%
555,470
+57,872
575
$31.1M 0.02%
604,616
-415,499
21 22
23
24 25