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
826
$18M 0.01%
1,462,392
+5,765
827
$17.9M 0.01%
139,683
+89,138
828
$17.9M 0.01%
330,050
+111,004
829
$17.9M 0.01%
168,256
-28,952
830
$17.9M 0.01%
1,955,422
+144,225
831
$17.8M 0.01%
2,365,861
+824,520
832
$17.8M 0.01%
2,098,189
+91,970
833
$17.8M 0.01%
253,127
-190,884
834
$17.7M 0.01%
2,658,870
+64,383
835
$17.7M 0.01%
1,038,838
-24,822
836
$17.7M 0.01%
356,794
-29,820
837
$17.6M 0.01%
743,235
-9,565
838
$17.6M 0.01%
334,825
+55,803
839
$17.6M 0.01%
237,701
-603,171
840
$17.4M 0.01%
131,178
+37,412
841
$17.4M 0.01%
776,204
-5,737
842
$17.4M 0.01%
338,734
-99,289
843
$17.3M 0.01%
429,970
-56,781
844
$17.3M 0.01%
566,595
+77,693
845
$17.3M 0.01%
254,869
-286,504
846
$17.3M 0.01%
877,922
+283,859
847
$17.2M 0.01%
958,025
-196,395
848
$17.2M 0.01%
1,429,569
+23,796
849
$17.2M 0.01%
278,428
-160,572
850
$17.1M 0.01%
310,726
-143,172
32 33
34
35 36