UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,224
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
51
$465M 0.31%
14,499,346
+2,716,228
52
$465M 0.31%
4,433,339
+248,994
53
$464M 0.31%
10,653,838
-50,569
54
$463M 0.31%
12,363,044
+778,247
55
$453M 0.3%
6,902,851
+206,435
56
$453M 0.3%
6,084,100
-253,331
57
$444M 0.3%
11,316,017
-4,617,916
58
$442M 0.29%
5,304,684
+895,069
59
$442M 0.29%
8,172,666
+150,194
60
$431M 0.29%
4,520,234
-97,708
61
$428M 0.28%
7,986,062
-1,110,052
62
$426M 0.28%
3,916,823
+487,081
63
$418M 0.28%
10,892,272
+475,256
64
$413M 0.27%
4,421,296
-1,830
65
$412M 0.27%
8,835,100
-790,162
66
$412M 0.27%
1,506,611
-242,594
67
$412M 0.27%
3,989,574
+474,084
68
$411M 0.27%
24,127,234
-7,790,586
69
$403M 0.27%
5,051,231
-432,250
70
$392M 0.26%
4,759,562
+1,404,482
71
$383M 0.25%
4,030,961
-724,050
72
$382M 0.25%
12,695,588
-2,008,406
73
$376M 0.25%
5,280,067
+1,458,199
74
$374M 0.25%
4,788,806
-1,210,554
75
$370M 0.25%
9,332,481
+1,247,956
1 2
3
4 5