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
2026
$2.89M ﹤0.01%
241,194
+57,588
2027
$2.89M ﹤0.01%
269,402
-44,962
2028
$2.88M ﹤0.01%
52,582
+1,664
2029
$2.88M ﹤0.01%
252,177
-25,266
2030
$2.86M ﹤0.01%
126,827
+7,789
2031
$2.86M ﹤0.01%
20,193
+228
2032
$2.86M ﹤0.01%
37,184
+15,194
2033
$2.86M ﹤0.01%
122,967
-275,969
2034
$2.86M ﹤0.01%
31,306
+3,378
2035
$2.84M ﹤0.01%
224,377
-200,220
2036
$2.84M ﹤0.01%
142,344
-7,307
2037
$2.84M ﹤0.01%
243,520
+13,900
2038
$2.83M ﹤0.01%
49,246
-4,459
2039
$2.83M ﹤0.01%
153,563
-92,933
2040
$2.83M ﹤0.01%
130,000
-72,339
2041
$2.82M ﹤0.01%
53,393
+8,907
2042
$2.81M ﹤0.01%
204,074
-3,877
2043
$2.81M ﹤0.01%
516,648
-16,100
2044
$2.79M ﹤0.01%
59,992
+7,565
2045
$2.79M ﹤0.01%
50,043
+17,301
2046
$2.79M ﹤0.01%
52,888
-47,333
2047
$2.79M ﹤0.01%
78,909
+5,164
2048
$2.79M ﹤0.01%
98,711
-8,731
2049
$2.78M ﹤0.01%
42,518
+41,112
2050
$2.78M ﹤0.01%
50,403
+21,291
80 81
82
83 84