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
2176
$2.36M ﹤0.01%
249,964
+68,029
2177
$2.35M ﹤0.01%
50,963
-911
2178
$2.35M ﹤0.01%
29,872
+10,977
2179
$2.35M ﹤0.01%
73,309
-2,232
2180
$2.34M ﹤0.01%
72,884
+53,416
2181
$2.34M ﹤0.01%
98,764
+68,632
2182
$2.34M ﹤0.01%
88,620
-108,690
2183
$2.33M ﹤0.01%
173,163
-5,333
2184
$2.33M ﹤0.01%
44,998
+9,143
2185
$2.33M ﹤0.01%
32,663
-22,328
2186
$2.32M ﹤0.01%
105,059
+25,281
2187
$2.32M ﹤0.01%
25,296
+11,068
2188
$2.32M ﹤0.01%
54,905
+8,343
2189
$2.32M ﹤0.01%
815,989
+674,228
2190
$2.31M ﹤0.01%
118,956
-18,259
2191
$2.3M ﹤0.01%
106,103
-310,810
2192
$2.29M ﹤0.01%
110,143
+27,888
2193
$2.28M ﹤0.01%
41,189
+2,356
2194
$2.28M ﹤0.01%
102,142
+3,237
2195
$2.28M ﹤0.01%
492,612
-169,088
2196
$2.27M ﹤0.01%
71,484
-19,002
2197
$2.27M ﹤0.01%
100,613
-5,216
2198
$2.27M ﹤0.01%
253,419
-140,820
2199
$2.26M ﹤0.01%
104,014
+14,668
2200
$2.26M ﹤0.01%
88,796
+1,753
86 87
88
89 90