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
1801
$3.87M ﹤0.01%
161,040
+8,690
1802
$3.87M ﹤0.01%
154,608
+26,322
1803
$3.87M ﹤0.01%
151,388
+21,498
1804
$3.86M ﹤0.01%
240,956
-120,318
1805
$3.86M ﹤0.01%
37,105
+388
1806
$3.86M ﹤0.01%
70,243
+44,329
1807
$3.85M ﹤0.01%
224,899
-200,081
1808
$3.83M ﹤0.01%
96,064
+91,454
1809
$3.83M ﹤0.01%
153,509
-7,242
1810
$3.83M ﹤0.01%
162,503
-37,371
1811
$3.82M ﹤0.01%
82,227
+74,929
1812
$3.81M ﹤0.01%
568,144
-17,136
1813
$3.81M ﹤0.01%
46,400
-6,190
1814
$3.81M ﹤0.01%
80,503
-227
1815
$3.81M ﹤0.01%
51,151
-59
1816
$3.81M ﹤0.01%
64,451
-53,437
1817
$3.8M ﹤0.01%
124,978
+42,665
1818
$3.8M ﹤0.01%
245,727
-43,483
1819
$3.8M ﹤0.01%
554,074
-54,272
1820
$3.79M ﹤0.01%
258,515
-7,190
1821
$3.78M ﹤0.01%
277,925
+29,556
1822
$3.78M ﹤0.01%
35,554
-18,955
1823
$3.78M ﹤0.01%
73,327
-28,544
1824
$3.77M ﹤0.01%
129,859
-8,397
1825
$3.77M ﹤0.01%
282,153
+7,119
71 72
73
74 75