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
1901
$3.4M ﹤0.01%
13,452
+10,853
1902
$3.4M ﹤0.01%
240,899
+139,123
1903
$3.39M ﹤0.01%
216,065
+43,822
1904
$3.38M ﹤0.01%
53,869
+45,059
1905
$3.38M ﹤0.01%
30,510
+9,608
1906
$3.37M ﹤0.01%
189,086
-4,257
1907
$3.37M ﹤0.01%
34,015
-2,322
1908
$3.37M ﹤0.01%
96,211
+32,574
1909
$3.36M ﹤0.01%
122,048
-728,224
1910
$3.36M ﹤0.01%
39,380
-30,337
1911
$3.35M ﹤0.01%
417,819
-517,309
1912
$3.35M ﹤0.01%
48,855
-8,931
1913
$3.35M ﹤0.01%
29,592
-5,794
1914
$3.33M ﹤0.01%
285,070
-215,092
1915
$3.33M ﹤0.01%
+171,782
1916
$3.33M ﹤0.01%
74,227
+22,979
1917
$3.33M ﹤0.01%
159,209
+16,752
1918
$3.32M ﹤0.01%
44,407
-22,096
1919
$3.32M ﹤0.01%
260,793
-9,958
1920
$3.32M ﹤0.01%
25,914
+3,190
1921
$3.32M ﹤0.01%
249,723
-23,101
1922
$3.32M ﹤0.01%
83,457
+8,194
1923
$3.31M ﹤0.01%
66,287
+13,160
1924
$3.31M ﹤0.01%
81,494
+42,470
1925
$3.31M ﹤0.01%
160,617
-91,923
75 76
77
78 79