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
101
$298M 0.2%
8,746,254
-1,102,990
102
$297M 0.2%
5,484,640
+260,808
103
$296M 0.2%
7,801,773
+5,238,455
104
$296M 0.2%
7,474,928
-1,476,434
105
$296M 0.2%
6,209,946
+2,543,892
106
$295M 0.2%
1,898,124
-142,204
107
$293M 0.19%
1,411,998
-269,421
108
$290M 0.19%
4,362,982
-90,460
109
$289M 0.19%
2,720,690
+82,575
110
$289M 0.19%
16,259,568
+3,493,835
111
$287M 0.19%
7,022,664
+647,448
112
$286M 0.19%
5,170,417
-975,214
113
$284M 0.19%
2,340,474
+141,255
114
$279M 0.19%
3,774,279
+477,181
115
$274M 0.18%
1,377,873
+539,937
116
$269M 0.18%
13,177,523
+1,721,697
117
$265M 0.18%
2,567,342
-60,041
118
$264M 0.18%
6,575,894
+661,616
119
$262M 0.17%
5,255,108
-1,241,447
120
$261M 0.17%
3,412,227
+630,601
121
$259M 0.17%
2,931,824
+553,752
122
$258M 0.17%
17,157,231
-229,801
123
$256M 0.17%
6,013,680
+102,696
124
$256M 0.17%
6,178,989
-117,881
125
$254M 0.17%
3,021,171
+291,963
3 4
5
6 7