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
151
$205M 0.14%
2,729,208
+980,397
152
$204M 0.14%
7,439,841
-311,040
153
$202M 0.14%
+200,030
154
$200M 0.14%
2,367,595
-545,764
155
$199M 0.14%
8,263,248
+1,373,090
156
$199M 0.14%
2,543,571
-117,338
157
$196M 0.14%
4,742,470
+2,201,050
158
$196M 0.14%
2,246,935
+125,458
159
$195M 0.13%
2,242,731
-1,029,154
160
$194M 0.13%
2,035,928
-1,959,550
161
$193M 0.13%
6,451,717
+3,359,771
162
$193M 0.13%
2,473,105
-65,396
163
$191M 0.13%
10,279,200
-2,770,860
164
$190M 0.13%
3,337,866
+184,175
165
$189M 0.13%
2,048,277
+307,947
166
$187M 0.13%
4,042,505
-157,672
167
$187M 0.13%
16,923,615
+832,758
168
$186M 0.13%
4,972,567
+478,774
169
$185M 0.13%
65,314
+61,086
170
$181M 0.13%
3,305,329
-245,280
171
$180M 0.12%
2,736,246
+224,685
172
$179M 0.12%
4,387,415
-217,442
173
$179M 0.12%
3,666,054
+519,455
174
$178M 0.12%
2,152,833
+13,652
175
$177M 0.12%
944,090
+241,441
5 6
7
8 9