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
2126
$2.51M ﹤0.01%
36,323
+3,568
2127
$2.5M ﹤0.01%
182,582
-3,388
2128
$2.5M ﹤0.01%
88,991
+2,515
2129
$2.5M ﹤0.01%
89,369
+80,376
2130
$2.5M ﹤0.01%
45,038
-47
2131
$2.5M ﹤0.01%
237,881
-104,481
2132
$2.5M ﹤0.01%
+25,000
2133
$2.5M ﹤0.01%
123,454
+10,324
2134
$2.5M ﹤0.01%
96,865
+72,683
2135
$2.5M ﹤0.01%
249,979
-86,383
2136
$2.49M ﹤0.01%
290,797
-64,459
2137
$2.49M ﹤0.01%
44,453
+24,575
2138
$2.49M ﹤0.01%
150,243
+38,072
2139
$2.49M ﹤0.01%
526,789
+39,401
2140
$2.48M ﹤0.01%
28,009
-33,584
2141
$2.48M ﹤0.01%
172,984
+3,293
2142
$2.48M ﹤0.01%
48,798
+1,019
2143
$2.48M ﹤0.01%
76,173
-5,487
2144
$2.48M ﹤0.01%
27,313
+4,924
2145
$2.48M ﹤0.01%
38,010
-43,909
2146
$2.48M ﹤0.01%
34,260
-2,020
2147
$2.48M ﹤0.01%
187,275
+1,648
2148
$2.47M ﹤0.01%
28,825
-6,470
2149
$2.47M ﹤0.01%
357,253
+238,500
2150
$2.47M ﹤0.01%
48,200
-143,520
84 85
86
87 88