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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,224
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
76
$370M 0.25%
15,094,392
+294,404
77
$369M 0.25%
2,896,866
+216,554
78
$366M 0.24%
12,855,196
+2,036,244
79
$365M 0.24%
3,156,276
-154,714
80
$358M 0.24%
6,067,766
+1,347,716
81
$357M 0.24%
4,790,548
+271,673
82
$356M 0.24%
2,759,659
+87,495
83
$356M 0.24%
3,064,461
+139,517
84
$355M 0.24%
9,328,991
+1,122,664
85
$350M 0.23%
8,239,168
+101,405
86
$349M 0.23%
2,564,737
-558,770
87
$348M 0.23%
11,198,388
-292,620
88
$342M 0.23%
2,954,776
-28,517
89
$335M 0.22%
13,218,752
+1,968,000
90
$331M 0.22%
11,048,055
+853,340
91
$327M 0.22%
4,893,432
+333,582
92
$322M 0.21%
4,285,515
-853,326
93
$316M 0.21%
6,163,973
+3,976,787
94
$311M 0.21%
5,436,764
+590,792
95
$308M 0.2%
9,048,707
+8,143,489
96
$307M 0.2%
6,760,000
+294,501
97
$303M 0.2%
11,040,349
+154,663
98
$303M 0.2%
2,465,088
+16,323
99
$303M 0.2%
3,851,566
-78,924
100
$302M 0.2%
5,353,179
-504,614
2 3
4
5 6