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
151
$208M 0.14%
1,707,451
-119,993
152
$208M 0.14%
3,613,029
+275,163
153
$207M 0.14%
2,603,591
-75,637
154
$207M 0.14%
2,441,153
-48,664
155
$205M 0.14%
8,597,651
+334,403
156
$203M 0.14%
2,283,645
+40,914
157
$199M 0.13%
2,610,280
-221,186
158
$197M 0.13%
88,348
+23,034
159
$195M 0.13%
8,604,833
+6,086,068
160
$194M 0.13%
2,112,104
+63,827
161
$192M 0.13%
8,851,800
-1,427,400
162
$191M 0.13%
4,736,090
-731,817
163
$190M 0.13%
2,028,321
-11,278
164
$188M 0.13%
1,507,397
+426,069
165
$188M 0.13%
1,070,285
-171,191
166
$188M 0.13%
3,833,552
-208,953
167
$184M 0.12%
7,542,231
+892,601
168
$181M 0.12%
3,360,339
+549,151
169
$180M 0.12%
2,835,924
+99,678
170
$179M 0.12%
16,431,636
-491,979
171
$178M 0.12%
3,982,965
+194,985
172
$178M 0.12%
1,645,579
+150,718
173
$175M 0.12%
1,971,325
+154,000
174
$173M 0.11%
1,619,889
+64,240
175
$172M 0.11%
4,444,693
-297,777
5 6
7
8 9