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
2076
$2.69M ﹤0.01%
38,471
-23,362
2077
$2.68M ﹤0.01%
50,000
-25,000
2078
$2.68M ﹤0.01%
216,856
-5,586
2079
$2.68M ﹤0.01%
59,819
+18,947
2080
$2.66M ﹤0.01%
87,025
+6,077
2081
$2.66M ﹤0.01%
13,979
+8,609
2082
$2.65M ﹤0.01%
161,680
+14,202
2083
$2.64M ﹤0.01%
366,161
+91,452
2084
$2.64M ﹤0.01%
73,499
+27,005
2085
$2.64M ﹤0.01%
217,836
+74,271
2086
$2.64M ﹤0.01%
188,478
+20,545
2087
$2.64M ﹤0.01%
90,046
-88,391
2088
$2.64M ﹤0.01%
80,092
-14,673
2089
$2.63M ﹤0.01%
322,897
-110,139
2090
$2.63M ﹤0.01%
45,684
-82,629
2091
$2.63M ﹤0.01%
87,582
+1,449
2092
$2.62M ﹤0.01%
178,953
+85,750
2093
$2.62M ﹤0.01%
45,736
-3,988
2094
$2.62M ﹤0.01%
36,884
+4,888
2095
$2.62M ﹤0.01%
109,271
-266,124
2096
$2.61M ﹤0.01%
65,703
-4,574
2097
$2.61M ﹤0.01%
133,823
-165,300
2098
$2.6M ﹤0.01%
41,782
+2,316
2099
$2.6M ﹤0.01%
109,350
+12,290
2100
$2.6M ﹤0.01%
130,325
-125,713
82 83
84
85 86