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
1301
$7.67M 0.01%
408,925
-10,758
1302
$7.67M 0.01%
505,936
-39,576
1303
$7.64M 0.01%
329,854
+13,862
1304
$7.63M 0.01%
399,444
-176,470
1305
$7.62M 0.01%
659,779
-65,137
1306
$7.61M 0.01%
202,330
+9,214
1307
$7.61M 0.01%
197,133
-4,953
1308
$7.59M 0.01%
50,890
+7,783
1309
$7.59M 0.01%
1,539,188
+306,156
1310
$7.58M 0.01%
413,555
+289,523
1311
$7.57M 0.01%
220,833
+192,480
1312
$7.56M 0.01%
116,287
-67,278
1313
$7.55M 0.01%
618,666
+14,270
1314
$7.54M 0.01%
135,162
-2,692
1315
$7.53M 0.01%
135,798
+21,624
1316
$7.53M 0.01%
66,330
+1,312
1317
$7.51M 0.01%
+260,886
1318
$7.51M 0.01%
241,050
+239,612
1319
$7.51M 0.01%
402,200
+2,200
1320
$7.51M 0.01%
378,644
+39,416
1321
$7.51M 0.01%
111,790
-2,605
1322
$7.49M 0.01%
254,926
+24,501
1323
$7.49M 0.01%
169,174
+43,086
1324
$7.47M 0.01%
128,754
+105,926
1325
$7.46M 0.01%
201,638
+64,237
51 52
53
54 55