UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,270
New
Increased
Reduced
Closed

Top Buys

1
+$699M
2
+$629M
3
+$484M
4
ROK icon
Rockwell Automation
ROK
+$433M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$390M

Top Sells

1
+$290M
2
+$286M
3
+$268M
4
UPS icon
United Parcel Service
UPS
+$224M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.7%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$368M 0.25%
11,491,008
+724,972
77
$363M 0.25%
2,983,293
+541,524
78
$363M 0.25%
4,518,875
-112,132
79
$362M 0.25%
3,515,490
-524,894
80
$359M 0.25%
8,951,362
+1,647,337
81
$358M 0.25%
18,903,032
+15,530,624
82
$356M 0.25%
2,680,312
+448,145
83
$353M 0.24%
4,228,430
-1,351,406
84
$349M 0.24%
1,681,419
-112,349
85
$349M 0.24%
8,137,763
+2,460,712
86
$339M 0.23%
8,206,327
+1,467,820
87
$327M 0.23%
6,465,499
+239,156
88
$323M 0.22%
2,924,944
+493,672
89
$323M 0.22%
4,559,850
+264,637
90
$322M 0.22%
8,084,525
+888,902
91
$317M 0.22%
6,145,631
-586,481
92
$316M 0.22%
3,930,490
-59,091
93
$315M 0.22%
5,826,818
+470,638
94
$313M 0.22%
2,040,328
-43,873
95
$311M 0.21%
13,586,802
+4,320,694
96
$310M 0.21%
10,194,715
+1,044,085
97
$308M 0.21%
10,818,952
+314,304
98
$303M 0.21%
3,821,868
-11,724
99
$297M 0.21%
3,611,924
-602,202
100
$295M 0.2%
13,637,174
+982,745
2 3
4
5 6