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
1276
$7.93M 0.01%
149,193
+67,252
1277
$7.92M 0.01%
715,805
+112,365
1278
$7.91M 0.01%
250,731
-80,132
1279
$7.9M 0.01%
228,023
+12,081
1280
$7.9M 0.01%
522,455
+4,883
1281
$7.9M 0.01%
396,975
+36,320
1282
$7.89M 0.01%
261,439
+43,866
1283
$7.89M 0.01%
960,222
+740,004
1284
$7.88M 0.01%
287,990
-82,979
1285
$7.87M 0.01%
7,490,178
+2,123,007
1286
$7.86M 0.01%
160,252
-127,033
1287
$7.86M 0.01%
156,816
+19,544
1288
$7.82M 0.01%
131,561
-167,620
1289
$7.78M 0.01%
598,105
+150,525
1290
$7.78M 0.01%
145,466
+35,898
1291
$7.76M 0.01%
660,184
-17,674
1292
$7.76M 0.01%
241,268
-418,542
1293
$7.75M 0.01%
161,761
-13,542
1294
$7.75M 0.01%
608,151
-2,894
1295
$7.72M 0.01%
143,418
+15,606
1296
$7.72M 0.01%
202,022
+120,768
1297
$7.72M 0.01%
151,254
+15,806
1298
$7.71M 0.01%
109,777
-30,794
1299
$7.71M 0.01%
543,429
+36,987
1300
$7.69M 0.01%
158,953
-7,053
50 51
52
53 54