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
601
$28.8M 0.02%
276,700
-51,061
602
$28.8M 0.02%
762,564
+32,980
603
$28.7M 0.02%
366,632
-18,454
604
$28.3M 0.02%
1,571,961
+215,036
605
$28.1M 0.02%
877,315
+370,100
606
$28M 0.02%
508,012
+181,673
607
$27.9M 0.02%
402,730
+73,981
608
$27.8M 0.02%
2,447,302
-86,456
609
$27.7M 0.02%
611,162
+131,816
610
$27.5M 0.02%
2,001,634
+167,759
611
$27.5M 0.02%
1,815,424
+260,916
612
$27.5M 0.02%
2,502,406
+184,781
613
$27.4M 0.02%
1,156,372
-32,874
614
$27.2M 0.02%
810,608
+52,769
615
$27.2M 0.02%
154,282
+30,766
616
$27.1M 0.02%
620,348
-19,268
617
$27.1M 0.02%
557,220
-231,724
618
$26.9M 0.02%
670,182
-346,000
619
$26.9M 0.02%
1,630,456
+47,544
620
$26.8M 0.02%
2,044,605
+1,140,812
621
$26.8M 0.02%
472,329
+10,821
622
$26.8M 0.02%
844,764
-94,800
623
$26.6M 0.02%
962,436
+720,434
624
$26.6M 0.02%
132,957
-5,524
625
$26.5M 0.02%
1,054,056
+18,797
23 24
25
26 27