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
776
$19.6M 0.01%
680,399
-1,159
777
$19.5M 0.01%
91,915
+1,817
778
$19.5M 0.01%
1,028,353
+565,237
779
$19.5M 0.01%
224,555
+64,168
780
$19.4M 0.01%
501,511
+20,771
781
$19.4M 0.01%
648,959
+128,043
782
$19.4M 0.01%
761,251
+313,154
783
$19.4M 0.01%
243,248
+188,005
784
$19.4M 0.01%
414,189
+54,280
785
$19.3M 0.01%
951,602
-235,360
786
$19.3M 0.01%
301,116
-8,601
787
$19.3M 0.01%
518,748
+371,208
788
$19.3M 0.01%
261,729
-118,579
789
$19.1M 0.01%
402,522
-275,472
790
$19M 0.01%
473,751
-110,939
791
$19M 0.01%
4,284,952
+2,474,224
792
$18.9M 0.01%
1,206,300
+110,142
793
$18.9M 0.01%
1,563,000
-491,650
794
$18.8M 0.01%
1,226,857
+49,416
795
$18.8M 0.01%
268,796
+24,698
796
$18.8M 0.01%
1,623,727
-84,795
797
$18.7M 0.01%
256,351
-10,219
798
$18.7M 0.01%
648,898
-30,522
799
$18.7M 0.01%
787,002
-84,756
800
$18.7M 0.01%
1,026,837
-8,422
30 31
32
33 34