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
2051
$2.77M ﹤0.01%
199,172
+79,100
2052
$2.77M ﹤0.01%
1,428,222
-80,391
2053
$2.77M ﹤0.01%
180,562
-41,893
2054
$2.77M ﹤0.01%
110,663
+3,627
2055
$2.77M ﹤0.01%
66,330
+1,161
2056
$2.77M ﹤0.01%
290,350
+74,356
2057
$2.77M ﹤0.01%
176,432
-16,327
2058
$2.76M ﹤0.01%
55,296
-6,400
2059
$2.76M ﹤0.01%
96,587
+75,308
2060
$2.76M ﹤0.01%
127,635
-88,431
2061
$2.75M ﹤0.01%
44,482
+26,569
2062
$2.75M ﹤0.01%
100,460
+86,957
2063
$2.75M ﹤0.01%
62,921
-2,090
2064
$2.74M ﹤0.01%
106,756
+6,012
2065
$2.74M ﹤0.01%
129,774
+56,523
2066
$2.74M ﹤0.01%
41,888
+14,974
2067
$2.74M ﹤0.01%
147,370
-977
2068
$2.73M ﹤0.01%
39,351
+4,706
2069
$2.73M ﹤0.01%
76,360
-3,216
2070
$2.71M ﹤0.01%
59,279
+25,181
2071
$2.71M ﹤0.01%
141,217
+3,664
2072
$2.7M ﹤0.01%
294,911
+34,134
2073
$2.7M ﹤0.01%
40,502
-575
2074
$2.7M ﹤0.01%
101,194
+83,792
2075
$2.7M ﹤0.01%
130,760
+10,824
81 82
83
84 85