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
976
$13.3M 0.01%
987,136
+154,910
977
$13.2M 0.01%
655,077
+159,918
978
$13.2M 0.01%
853,987
+20,456
979
$13.2M 0.01%
562,899
+332,655
980
$13.2M 0.01%
244,571
+206,022
981
$13.1M 0.01%
648,802
-126,298
982
$13.1M 0.01%
235,427
-80,999
983
$13.1M 0.01%
237,858
+181,238
984
$13.1M 0.01%
898,212
-49,565
985
$13M 0.01%
321,549
+62,793
986
$13M 0.01%
981,340
+122,113
987
$13M 0.01%
651,791
+61,848
988
$13M 0.01%
264,565
-130,016
989
$13M 0.01%
494,654
-195,601
990
$13M 0.01%
266,293
-40,204
991
$13M 0.01%
454,351
-25,009
992
$13M 0.01%
624,057
+174,949
993
$12.9M 0.01%
375,492
-237,403
994
$12.9M 0.01%
647,562
-86,577
995
$12.8M 0.01%
71,931
-7,909
996
$12.8M 0.01%
117,183
-225,950
997
$12.8M 0.01%
54,078
-232
998
$12.8M 0.01%
858,386
+42,345
999
$12.7M 0.01%
124,002
+21,031
1000
$12.7M 0.01%
598,469
-41,023
38 39
40
41 42