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
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,268
New
Increased
Reduced
Closed

Top Buys

1
+$699M
2
+$629M
3
+$484M
4
ROK icon
Rockwell Automation
ROK
+$433M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$390M

Top Sells

1
+$290M
2
+$286M
3
+$268M
4
UPS icon
United Parcel Service
UPS
+$224M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.7%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248M 0.17%
11,455,826
+11,353,455
127
$245M 0.17%
4,892,020
+171,048
128
$239M 0.17%
2,897,841
-535,752
129
$236M 0.16%
5,467,907
+130,132
130
$233M 0.16%
12,765,733
-144,445
131
$231M 0.16%
6,585,860
+522,328
132
$230M 0.16%
1,742,544
+1,721,424
133
$229M 0.16%
2,700,854
-197,725
134
$227M 0.16%
2,001,484
-311,806
135
$227M 0.16%
5,205,317
+391,046
136
$226M 0.16%
5,914,278
-3,351,617
137
$225M 0.16%
3,206,776
+1,375,996
138
$221M 0.15%
2,831,466
-191,742
139
$220M 0.15%
1,241,476
-492,713
140
$220M 0.15%
6,690,688
-882,333
141
$216M 0.15%
1,827,444
+103,055
142
$215M 0.15%
2,679,228
+316,326
143
$214M 0.15%
4,808,798
+1,946,393
144
$211M 0.15%
2,489,817
-141,556
145
$211M 0.15%
1,569,641
+516,568
146
$211M 0.15%
1,790,915
+184,124
147
$210M 0.14%
2,781,626
+904,293
148
$209M 0.14%
2,378,072
+67,733
149
$207M 0.14%
3,056,720
-525,255
150
$207M 0.14%
2,235,831
+155,099
4 5
6
7 8