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
1001
$12.7M 0.01%
241,187
+19,319
1002
$12.6M 0.01%
202,460
+1,077
1003
$12.6M 0.01%
683,904
+20,325
1004
$12.6M 0.01%
530,070
-9,771
1005
$12.6M 0.01%
221,358
-54,513
1006
$12.6M 0.01%
225,953
-177,731
1007
$12.6M 0.01%
839,720
+54,442
1008
– –
0
1009
$12.6M 0.01%
1,131,415
+247,065
1010
$12.6M 0.01%
271,978
-63,023
1011
$12.5M 0.01%
586,636
+34,689
1012
$12.5M 0.01%
502,596
-3,964
1013
$12.5M 0.01%
985,473
+47,747
1014
$12.5M 0.01%
589,212
+3,549
1015
$12.5M 0.01%
72,242
-12,609
1016
$12.4M 0.01%
71,685
-68,795
1017
$12.4M 0.01%
139,664
+48,086
1018
$12.4M 0.01%
775,779
+129,125
1019
$12.4M 0.01%
156,787
+77,440
1020
$12.3M 0.01%
1,455,337
+606,614
1021
$12.3M 0.01%
192,113
+18,433
1022
$12.3M 0.01%
185,281
-5,140
1023
$12.3M 0.01%
959,707
+105,841
1024
$12.3M 0.01%
470,617
+328,721
1025
$12.3M 0.01%
868,086
+75,061
39 40
41
42 43