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
176
$171M 0.11%
1,771,290
-2,527,416
177
$171M 0.11%
2,132,449
+117,496
178
$170M 0.11%
7,202,829
-237,012
179
$170M 0.11%
2,802,799
-253,921
180
$169M 0.11%
2,497,361
-709,415
181
$167M 0.11%
2,233,829
-133,766
182
$166M 0.11%
2,898,112
-278,020
183
$165M 0.11%
1,942,647
-304,288
184
$164M 0.11%
1,195,462
+19,101
185
$162M 0.11%
2,409,618
-131,705
186
$162M 0.11%
2,080,680
-462,891
187
$160M 0.11%
1,414,882
+115,243
188
$160M 0.11%
5,856,582
+186,586
189
$157M 0.1%
2,024,883
+285,213
190
$157M 0.1%
2,088,443
-384,662
191
$157M 0.1%
3,237,520
+232,824
192
$156M 0.1%
2,551,474
+184,312
193
$153M 0.1%
4,662,441
+286,705
194
$152M 0.1%
4,052,497
+2,378,412
195
$151M 0.1%
1,854,142
-134,329
196
$147M 0.1%
3,776,157
+72,230
197
$145M 0.1%
1,381,251
-654,677
198
$144M 0.1%
1,169,149
+214,175
199
$143M 0.09%
2,939,139
+500,521
200
$142M 0.09%
754,117
-43,175
6 7
8
9 10