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
126
$253M 0.17%
4,831,686
-995,132
127
$253M 0.17%
5,825,260
+619,943
128
$253M 0.17%
5,163,347
-674,270
129
$252M 0.17%
1,122,243
-10,206
130
$252M 0.17%
1,939,334
+369,693
131
$248M 0.17%
2,562,105
-190,218
132
$248M 0.16%
4,705,414
-85,538
133
$247M 0.16%
9,169,518
+1,041,906
134
$247M 0.16%
1,606,865
-149,086
135
$244M 0.16%
4,954,996
+1,480,446
136
$234M 0.16%
3,383,462
+3,229,187
137
$229M 0.15%
4,231,790
-660,230
138
$227M 0.15%
2,410,120
+2,039,808
139
$227M 0.15%
7,920,915
+1,469,198
140
$225M 0.15%
2,810,361
-573,743
141
$225M 0.15%
4,679,192
+1,243,085
142
$220M 0.15%
2,742,287
-155,554
143
$219M 0.15%
1,900,565
+109,650
144
$218M 0.15%
6,777,757
+87,069
145
$218M 0.14%
1,937,753
-63,731
146
$217M 0.14%
6,566,410
-19,450
147
$216M 0.14%
6,355,450
+1,968,035
148
$215M 0.14%
1,710,936
-31,608
149
$212M 0.14%
2,511,545
-189,309
150
$210M 0.14%
2,281,647
+45,816
4 5
6
7 8