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
1876
$3.51M ﹤0.01%
153,408
+19,047
1877
$3.51M ﹤0.01%
101,050
-64,300
1878
$3.5M ﹤0.01%
39,992
-1,197
1879
$3.5M ﹤0.01%
212,731
+2,296
1880
$3.5M ﹤0.01%
56,799
+14,281
1881
$3.49M ﹤0.01%
90,617
+79,787
1882
$3.49M ﹤0.01%
122,713
-72,910
1883
$3.48M ﹤0.01%
34,793
-4,193
1884
$3.47M ﹤0.01%
35,766
-1,990
1885
$3.47M ﹤0.01%
53,866
+7,292
1886
$3.47M ﹤0.01%
49,357
+991
1887
$3.46M ﹤0.01%
63,734
-10,309
1888
$3.46M ﹤0.01%
197,634
+8,020
1889
$3.46M ﹤0.01%
80,682
-58,097
1890
$3.45M ﹤0.01%
72,244
+10,920
1891
$3.44M ﹤0.01%
63,054
-18,628
1892
$3.44M ﹤0.01%
125,172
+117,111
1893
$3.43M ﹤0.01%
299,158
+26,603
1894
$3.43M ﹤0.01%
133,624
+22,205
1895
$3.42M ﹤0.01%
240,622
+38,372
1896
$3.42M ﹤0.01%
32,658
-5,816
1897
$3.42M ﹤0.01%
153,249
-194,976
1898
$3.42M ﹤0.01%
62,805
+8,932
1899
$3.41M ﹤0.01%
104,685
+10,669
1900
$3.4M ﹤0.01%
141,050
+4,320
74 75
76
77 78