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
2101
$2.6M ﹤0.01%
60,141
-18,009
2102
$2.59M ﹤0.01%
62,934
+348
2103
$2.59M ﹤0.01%
70,790
+2,132
2104
$2.59M ﹤0.01%
49,868
+5,757
2105
$2.58M ﹤0.01%
204,196
-2,367
2106
$2.57M ﹤0.01%
103,444
-16,995
2107
$2.56M ﹤0.01%
103,854
+14,290
2108
$2.56M ﹤0.01%
59,021
+17,945
2109
$2.56M ﹤0.01%
201,572
-71,144
2110
$2.56M ﹤0.01%
192,398
+109,955
2111
$2.55M ﹤0.01%
16,264
-29,081
2112
$2.55M ﹤0.01%
41,277
-17,409
2113
$2.54M ﹤0.01%
59,765
+992
2114
$2.54M ﹤0.01%
44,491
+3,403
2115
$2.54M ﹤0.01%
74,697
+40,274
2116
$2.54M ﹤0.01%
108,120
-19,861
2117
$2.53M ﹤0.01%
89,141
-81,573
2118
$2.53M ﹤0.01%
40,157
+3,211
2119
$2.52M ﹤0.01%
68,897
-24,165
2120
$2.52M ﹤0.01%
36,973
-5,374
2121
$2.52M ﹤0.01%
106,359
-7,542
2122
$2.52M ﹤0.01%
+169,874
2123
$2.52M ﹤0.01%
37,282
+2,294
2124
$2.51M ﹤0.01%
133,818
+2,818
2125
$2.51M ﹤0.01%
182,483
-22,532
83 84
85
86 87