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
726
$22M 0.01%
1,259,509
+441,953
727
$21.9M 0.01%
444,017
+16,504
728
$21.9M 0.01%
1,103,623
-51,073
729
$21.8M 0.01%
2,019,461
-17,399
730
$21.7M 0.01%
405,160
+30,282
731
$21.6M 0.01%
408,172
-43,658
732
$21.6M 0.01%
423,676
+23,614
733
$21.6M 0.01%
2,081,903
-725,098
734
$21.4M 0.01%
599,769
-713,935
735
$21.4M 0.01%
457,173
+162,361
736
$21.4M 0.01%
356,337
+29,985
737
$21.3M 0.01%
298,748
-50,307
738
$21.2M 0.01%
3,261,201
+103,466
739
$21.2M 0.01%
423,256
+55,570
740
$21.2M 0.01%
799,478
+160,254
741
$21.2M 0.01%
2,450,016
+196,063
742
$21.2M 0.01%
934,952
+215,618
743
$21.2M 0.01%
823,403
+181,349
744
$21.1M 0.01%
2,403,674
-165,128
745
$21M 0.01%
564,086
+108,492
746
$21M 0.01%
973,170
+33,705
747
$21M 0.01%
1,411,627
+216,722
748
$20.8M 0.01%
483,860
+78,247
749
$20.8M 0.01%
1,693,795
+178,430
750
$20.8M 0.01%
482,604
+272,869
28 29
30
31 32