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
1851
$3.65M ﹤0.01%
143,772
+12,699
1852
$3.63M ﹤0.01%
243,990
+36,134
1853
$3.63M ﹤0.01%
638,348
+5,407
1854
$3.62M ﹤0.01%
32,239
-3,277
1855
$3.62M ﹤0.01%
723,034
-46,690
1856
$3.61M ﹤0.01%
5,419
-30,404
1857
$3.61M ﹤0.01%
166,037
-2,570
1858
$3.61M ﹤0.01%
123,189
+66,588
1859
$3.6M ﹤0.01%
62,189
+17,873
1860
$3.6M ﹤0.01%
273,660
+49,369
1861
$3.6M ﹤0.01%
228,362
+6,310
1862
$3.6M ﹤0.01%
260,601
-7,615
1863
$3.59M ﹤0.01%
229,943
-7,236
1864
$3.59M ﹤0.01%
172,500
+57,985
1865
$3.59M ﹤0.01%
67,850
+4,004
1866
$3.58M ﹤0.01%
90,565
+60,599
1867
$3.58M ﹤0.01%
156,640
+78,629
1868
$3.57M ﹤0.01%
79,395
+2,676
1869
$3.57M ﹤0.01%
100,738
+4,242
1870
$3.57M ﹤0.01%
135,088
+125,928
1871
$3.54M ﹤0.01%
174,953
+19,767
1872
$3.53M ﹤0.01%
175,380
+36,320
1873
$3.52M ﹤0.01%
45,661
+33,220
1874
$3.51M ﹤0.01%
76,749
+3,870
1875
$3.51M ﹤0.01%
65,450
+7,207
73 74
75
76 77