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
1351
$7.18M ﹤0.01%
+135,603
1352
$7.18M ﹤0.01%
805,720
-85,507
1353
$7.16M ﹤0.01%
275,339
+156,761
1354
$7.15M ﹤0.01%
65,411
+7,644
1355
$7.15M ﹤0.01%
199,611
-15,906
1356
$7.15M ﹤0.01%
114,809
-32,494
1357
$7.1M ﹤0.01%
340,901
+5,509
1358
$7.08M ﹤0.01%
242,456
+163,708
1359
$7.08M ﹤0.01%
282,893
+22,820
1360
$7.08M ﹤0.01%
654,982
-201,656
1361
$7.07M ﹤0.01%
148,367
-107,949
1362
$7.07M ﹤0.01%
57,105
+48,602
1363
$7.07M ﹤0.01%
77,316
+19,303
1364
$7.06M ﹤0.01%
113,624
-1,514
1365
$7.04M ﹤0.01%
282,205
+110,933
1366
$7.04M ﹤0.01%
182,956
+25,412
1367
$7.03M ﹤0.01%
69,978
+14,314
1368
$7.01M ﹤0.01%
129,070
+31,604
1369
$7M ﹤0.01%
447,949
-73,372
1370
$6.98M ﹤0.01%
175,549
-143,736
1371
$6.97M ﹤0.01%
85,391
+13,121
1372
$6.95M ﹤0.01%
74,279
+12,315
1373
$6.95M ﹤0.01%
116,475
+8,766
1374
$6.94M ﹤0.01%
449,086
+447,106
1375
$6.94M ﹤0.01%
358,905
-46,962
53 54
55
56 57