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
101
$293M 0.2%
6,496,555
+419,334
102
$292M 0.2%
5,837,617
+77,054
103
$289M 0.2%
9,849,244
+5,546,945
104
$287M 0.2%
4,453,442
+130,451
105
$281M 0.19%
2,638,115
+236,313
106
$281M 0.19%
1,755,951
-307,826
107
$281M 0.19%
17,387,032
-2,417,222
108
$280M 0.19%
2,448,765
-1,120,956
109
$279M 0.19%
3,355,080
+1,708,605
110
$279M 0.19%
4,720,050
-823,826
111
$275M 0.19%
10,885,686
+2,184,701
112
$273M 0.19%
11,250,752
+427,594
113
$271M 0.19%
5,223,832
+670,018
114
$270M 0.19%
2,199,219
+244,132
115
$267M 0.18%
4,845,972
+5,798
116
$267M 0.18%
2,752,323
-2,309,034
117
$261M 0.18%
6,296,870
+1,167,261
118
$261M 0.18%
6,375,216
-81,159
119
$256M 0.18%
1,132,449
+167,666
120
$256M 0.18%
5,910,984
+229,448
121
$255M 0.18%
3,384,104
+87,877
122
$254M 0.18%
2,627,383
+579,433
123
$253M 0.17%
4,790,952
-355,266
124
$252M 0.17%
8,127,612
-5,045,314
125
$249M 0.17%
3,297,098
-326,346
3 4
5
6 7