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
1701
$4.44M ﹤0.01%
109,337
-125,641
1702
$4.43M ﹤0.01%
18,354
+2,852
1703
$4.43M ﹤0.01%
98,296
+10,291
1704
$4.42M ﹤0.01%
47,662
+6,132
1705
$4.42M ﹤0.01%
386,407
+382,085
1706
$4.41M ﹤0.01%
142,156
-136,441
1707
$4.4M ﹤0.01%
34,315
-9,869
1708
$4.4M ﹤0.01%
57,722
-13,066
1709
$4.39M ﹤0.01%
67,956
-48,156
1710
$4.38M ﹤0.01%
71,896
+5,942
1711
$4.38M ﹤0.01%
201,928
+80,190
1712
$4.38M ﹤0.01%
364,313
-3,777
1713
$4.38M ﹤0.01%
513,330
-16,442
1714
$4.37M ﹤0.01%
250,758
+19,337
1715
$4.37M ﹤0.01%
254,660
+99,938
1716
$4.36M ﹤0.01%
145,747
+54,798
1717
$4.35M ﹤0.01%
51,508
-70,370
1718
$4.34M ﹤0.01%
33,100
+23,671
1719
$4.32M ﹤0.01%
845,808
+612,048
1720
$4.31M ﹤0.01%
144,883
-14,513
1721
$4.31M ﹤0.01%
77,321
-37,210
1722
$4.3M ﹤0.01%
77,847
+37,146
1723
$4.3M ﹤0.01%
344,472
+12,858
1724
$4.29M ﹤0.01%
2,244,364
+287,408
1725
$4.29M ﹤0.01%
108,401
+50,907
67 68
69
70 71