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
601
$29.8M 0.02%
1,274,635
-676,724
602
$29.7M 0.02%
1,750,020
+422,483
603
$29.6M 0.02%
595,672
+156,318
604
$29.5M 0.02%
1,772,977
-48,422
605
$29.5M 0.02%
1,849,734
-6,168
606
$29.4M 0.02%
485,699
-764,095
607
$29.4M 0.02%
385,086
-35,098
608
$29.4M 0.02%
584,828
+117,503
609
$29.4M 0.02%
1,090,359
+17,157
610
$29.3M 0.02%
820,198
-28,160
611
$29.2M 0.02%
356,535
+22,771
612
$29.1M 0.02%
138,481
-25,411
613
$29.1M 0.02%
1,189,246
-108,314
614
$29M 0.02%
1,071,847
+677,876
615
$28.9M 0.02%
380,308
-113,010
616
$28.8M 0.02%
2,533,758
-410,993
617
$28.6M 0.02%
1,053,663
-50,735
618
$28.5M 0.02%
370,312
+100,441
619
$28.4M 0.02%
140,480
-9,660
620
$28.4M 0.02%
120,078
+78,890
621
$28M 0.02%
729,584
+83,716
622
$28M 0.02%
639,616
+136,173
623
$28M 0.02%
463,937
-47,166
624
$27.9M 0.02%
901,858
+98,444
625
$27.8M 0.02%
262,761
-82,650
23 24
25
26 27