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
6476
$2K ﹤0.01%
27
+2
6477
$2K ﹤0.01%
+47
6478
$2K ﹤0.01%
217
+133
6479
$2K ﹤0.01%
214
-984
6480
$2K ﹤0.01%
80
-436
6481
$2K ﹤0.01%
2,170
-5,315
6482
– –
0
6483
$2K ﹤0.01%
1
6484
– –
0
6485
$2K ﹤0.01%
+2,944
6486
$2K ﹤0.01%
703
-3,232
6487
$2K ﹤0.01%
+498
6488
$2K ﹤0.01%
65
6489
$2K ﹤0.01%
387
-480
6490
$2K ﹤0.01%
17
+10
6491
$2K ﹤0.01%
4,999
-1,705
6492
$2K ﹤0.01%
282
-2,730
6493
$2K ﹤0.01%
+90
6494
$2K ﹤0.01%
228
+118
6495
$2K ﹤0.01%
1
6496
$2K ﹤0.01%
2
-15
6497
$2K ﹤0.01%
+1,272
6498
– –
0
6499
$2K ﹤0.01%
100
-1,186
6500
$2K ﹤0.01%
+1,998
258 259
260
261 262