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
2226
$2.19M ﹤0.01%
61,578
+265
2227
$2.19M ﹤0.01%
+91,390
2228
$2.19M ﹤0.01%
155,251
-11,127
2229
$2.19M ﹤0.01%
244,771
+74,642
2230
$2.19M ﹤0.01%
41,776
-5,430
2231
$2.18M ﹤0.01%
53,016
-108,908
2232
$2.18M ﹤0.01%
45,730
+6,630
2233
$2.18M ﹤0.01%
806,071
+199,095
2234
$2.18M ﹤0.01%
183,976
+39,395
2235
$2.17M ﹤0.01%
26,232
-28,099
2236
$2.17M ﹤0.01%
55,487
+2,623
2237
$2.17M ﹤0.01%
190,597
+34,397
2238
$2.16M ﹤0.01%
77,154
+33,207
2239
$2.16M ﹤0.01%
34,254
+24,028
2240
$2.16M ﹤0.01%
86,993
-5,601
2241
$2.16M ﹤0.01%
45,773
+28,330
2242
$2.15M ﹤0.01%
166,339
+2,275
2243
$2.15M ﹤0.01%
8,323
-765
2244
$2.15M ﹤0.01%
39,537
+2,315
2245
$2.15M ﹤0.01%
158,823
+26,989
2246
$2.15M ﹤0.01%
155,661
-38,960
2247
$2.14M ﹤0.01%
25,893
-81,038
2248
$2.14M ﹤0.01%
114,557
+6,677
2249
$2.13M ﹤0.01%
92,062
+162
2250
$2.12M ﹤0.01%
80,740
+8,838
88 89
90
91 92