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
801
$18.6M 0.01%
345,572
+66,819
802
$18.6M 0.01%
449,934
+694
803
$18.6M 0.01%
428,893
+5,988
804
$18.6M 0.01%
1,238,425
-611,309
805
$18.6M 0.01%
159,175
+39,097
806
$18.5M 0.01%
1,475,243
+961
807
$18.5M 0.01%
133,371
+31,396
808
$18.5M 0.01%
100,276
-60,929
809
$18.3M 0.01%
297,902
+32,822
810
$18.3M 0.01%
400,784
-43,356
811
$18.3M 0.01%
441,031
-62,364
812
$18.3M 0.01%
442,816
-154,534
813
$18.3M 0.01%
333,945
-10,490
814
$18.2M 0.01%
371,350
-25,458
815
$18.2M 0.01%
396,299
-56,433
816
$18.2M 0.01%
725,194
-170,802
817
$18.1M 0.01%
1,634,549
+350,317
818
$18.1M 0.01%
1,374,088
+829,867
819
$18.1M 0.01%
650,480
-127,624
820
$18.1M 0.01%
+533,344
821
$18.1M 0.01%
236,859
+80,652
822
$18M 0.01%
315,581
-216,889
823
$18M 0.01%
1,127,352
+241,451
824
$18M 0.01%
1,201,454
+46,335
825
$18M 0.01%
126,486
-37,067
31 32
33
34 35