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
1926
$3.31M ﹤0.01%
43,428
+32,464
1927
$3.3M ﹤0.01%
+131,834
1928
$3.3M ﹤0.01%
54,139
-12,398
1929
$3.29M ﹤0.01%
51,358
-3,562
1930
$3.29M ﹤0.01%
31,161
+26,849
1931
$3.29M ﹤0.01%
83,889
-45,251
1932
$3.28M ﹤0.01%
164,250
+640
1933
$3.28M ﹤0.01%
207,509
+1,552
1934
$3.27M ﹤0.01%
208,905
+9,361
1935
$3.27M ﹤0.01%
238,861
+3,103
1936
$3.26M ﹤0.01%
371,399
-5,136
1937
$3.26M ﹤0.01%
715,116
-67,767
1938
$3.26M ﹤0.01%
115,534
-7,918
1939
$3.25M ﹤0.01%
246,869
-790,622
1940
$3.25M ﹤0.01%
138,663
+8,218
1941
$3.25M ﹤0.01%
102,298
+8,774
1942
$3.24M ﹤0.01%
180,497
+1,934
1943
$3.24M ﹤0.01%
113,962
+46,226
1944
$3.24M ﹤0.01%
72,661
-33,271
1945
$3.23M ﹤0.01%
95,456
+37,989
1946
$3.23M ﹤0.01%
57,446
+2,546
1947
$3.23M ﹤0.01%
416,633
+400,384
1948
$3.22M ﹤0.01%
69,125
+37,698
1949
$3.22M ﹤0.01%
86,615
-592
1950
$3.22M ﹤0.01%
414,278
-33,566
76 77
78
79 80