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
751
$20.7M 0.01%
2,683,020
+956,051
752
$20.6M 0.01%
228,343
+88,587
753
$20.6M 0.01%
237,569
-39,853
754
$20.6M 0.01%
1,678,823
-29,892
755
$20.5M 0.01%
215,574
-133,845
756
$20.5M 0.01%
885,443
+873,556
757
$20.5M 0.01%
171,935
-115,407
758
$20.4M 0.01%
1,243,838
+428,193
759
$20.4M 0.01%
776,387
+2,345
760
$20.3M 0.01%
1,168,408
+514,131
761
$20.3M 0.01%
892,150
+75,902
762
$20.3M 0.01%
575,282
-34,320
763
$20.2M 0.01%
510,887
+98,361
764
$20.2M 0.01%
377,086
+61,539
765
$20.1M 0.01%
575,148
+46,155
766
$20M 0.01%
+634,467
767
$19.9M 0.01%
536,619
-95,637
768
$19.9M 0.01%
454,813
+68,005
769
$19.9M 0.01%
408,737
+35,331
770
$19.9M 0.01%
2,095,803
+83,362
771
$19.8M 0.01%
1,312,670
+12,338
772
$19.8M 0.01%
670,740
-281,220
773
$19.8M 0.01%
3,053,852
-14,258
774
$19.8M 0.01%
158,188
775
$19.6M 0.01%
276,191
-18,465
29 30
31
32 33