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
951
$14M 0.01%
280,428
-20,879
952
$14M 0.01%
87,832
+5,537
953
$13.9M 0.01%
339,402
-199,952
954
$13.9M 0.01%
197,342
+54,474
955
$13.9M 0.01%
3,141,682
+329,395
956
$13.9M 0.01%
176,314
-120,608
957
$13.8M 0.01%
772,446
+315,645
958
$13.8M 0.01%
339,171
-38,413
959
$13.8M 0.01%
76,617
-74,986
960
$13.8M 0.01%
379,260
+175,072
961
$13.7M 0.01%
933,257
-280,831
962
$13.7M 0.01%
1,215,816
+415,163
963
$13.7M 0.01%
558,011
+133,777
964
$13.6M 0.01%
313,303
+207,699
965
$13.6M 0.01%
819,809
+99,928
966
$13.6M 0.01%
459,630
+62,238
967
$13.5M 0.01%
839,016
+221,411
968
$13.5M 0.01%
775,984
+19,205
969
$13.5M 0.01%
84,223
-32,711
970
$13.5M 0.01%
605,914
+58,845
971
$13.4M 0.01%
683,549
-65,881
972
$13.4M 0.01%
131,424
+42,591
973
$13.4M 0.01%
484,259
-88,503
974
$13.3M 0.01%
837,252
+29,268
975
$13.3M 0.01%
61,002
-41,071
37 38
39
40 41