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
1326
$7.45M 0.01%
349,622
+159,172
1327
$7.45M ﹤0.01%
181,860
+3,558
1328
$7.44M ﹤0.01%
334,956
-17,211
1329
$7.37M ﹤0.01%
85,018
+27,723
1330
$7.37M ﹤0.01%
64,697
+62,347
1331
$7.37M ﹤0.01%
301,045
+4,845
1332
$7.36M ﹤0.01%
260,377
+251,474
1333
$7.36M ﹤0.01%
210,452
-5,289
1334
$7.35M ﹤0.01%
511,640
+82,176
1335
$7.34M ﹤0.01%
84,282
+59,692
1336
$7.34M ﹤0.01%
221,905
+219,495
1337
$7.33M ﹤0.01%
80,739
+74,173
1338
$7.33M ﹤0.01%
501,247
+9,011
1339
$7.32M ﹤0.01%
82,137
-872
1340
$7.31M ﹤0.01%
112,939
+16,980
1341
$7.3M ﹤0.01%
133,333
+8,858
1342
$7.29M ﹤0.01%
17,349
+6,795
1343
$7.27M ﹤0.01%
2,907,694
-124,969
1344
$7.26M ﹤0.01%
163,209
+135,153
1345
$7.25M ﹤0.01%
856,466
-317,529
1346
$7.24M ﹤0.01%
412,301
+5,436
1347
$7.23M ﹤0.01%
225,556
-160,078
1348
$7.23M ﹤0.01%
739,247
+49,467
1349
$7.2M ﹤0.01%
227,478
-20,563
1350
$7.18M ﹤0.01%
453,166
-25,856
52 53
54
55 56