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
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,268
New
Increased
Reduced
Closed

Top Buys

1
+$699M
2
+$629M
3
+$484M
4
ROK icon
Rockwell Automation
ROK
+$433M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$390M

Top Sells

1
+$290M
2
+$286M
3
+$268M
4
UPS icon
United Parcel Service
UPS
+$224M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.7%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$151M 0.1%
1,600,609
-66,118
202
$151M 0.1%
1,515,135
-183,843
203
$151M 0.1%
2,661,346
-152,334
204
$149M 0.1%
5,848,964
-733,231
205
$149M 0.1%
1,299,639
+288,432
206
$148M 0.1%
1,589,433
+45,725
207
$148M 0.1%
2,367,162
+360,829
208
$147M 0.1%
3,004,696
+296,498
209
$141M 0.1%
1,081,328
-39,497
210
$141M 0.1%
3,955,778
+191,402
211
$141M 0.1%
1,739,670
+333,982
212
$138M 0.1%
2,834,393
+1,858,169
213
$137M 0.09%
4,375,736
+801,050
214
$137M 0.09%
2,054,203
-41,725
215
$136M 0.09%
896,516
-61,365
216
$136M 0.09%
2,581,163
-513,432
217
$129M 0.09%
8,968,800
+1,486,575
218
$127M 0.09%
1,688,102
+807,935
219
$126M 0.09%
2,272,354
+203,532
220
$125M 0.09%
1,318,053
-53,880
221
$124M 0.09%
3,808,893
+241,736
222
$124M 0.09%
2,654,036
+2,617,368
223
$123M 0.09%
3,424,764
-225,048
224
$123M 0.08%
2,801,653
-180,333
225
$122M 0.08%
3,703,927
+34,227
7 8
9
10 11