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
6926
– –
-3,688
6927
– –
-110
6928
– –
-4,506
6929
– –
0
6930
– –
-185
6931
– –
-15
6932
– –
-655
6933
– –
-460
6934
– –
-68
6935
– –
-1,336
6936
– –
-275
6937
– –
0
6938
– –
-1,183
6939
– –
-3,861
6940
$0 ﹤0.01%
250
-8,384
6941
$0 ﹤0.01%
270
6942
$0 ﹤0.01%
1
-184
6943
– –
-9,243
6944
– –
-2
6945
– –
-2,656
6946
– –
-883
6947
– –
-1,373
6948
$0 ﹤0.01%
2
-182
6949
– –
-1
6950
$0 ﹤0.01%
6
-434
276 277
278
279 280