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
2251
$2.12M ﹤0.01%
150,924
-8,530
2252
$2.12M ﹤0.01%
67,185
-16,116
2253
$2.12M ﹤0.01%
259,442
-10,276
2254
$2.12M ﹤0.01%
44,192
+5,764
2255
$2.11M ﹤0.01%
83,586
-64,069
2256
$2.11M ﹤0.01%
54,447
+24,419
2257
$2.11M ﹤0.01%
35,096
-163,832
2258
$2.11M ﹤0.01%
5,572
+247
2259
$2.11M ﹤0.01%
83,107
+11,883
2260
$2.11M ﹤0.01%
16,680
-16,261
2261
$2.1M ﹤0.01%
230,328
-6,071
2262
$2.1M ﹤0.01%
51,912
-11,872
2263
$2.1M ﹤0.01%
236,546
+11,417
2264
$2.09M ﹤0.01%
377,205
+3,820
2265
$2.09M ﹤0.01%
176,418
-8,375
2266
$2.09M ﹤0.01%
100,872
+36,753
2267
$2.09M ﹤0.01%
14,695
-3,931
2268
$2.08M ﹤0.01%
45,648
+7,804
2269
$2.08M ﹤0.01%
126,636
+2,292
2270
$2.08M ﹤0.01%
126,623
-11,381
2271
$2.08M ﹤0.01%
251,202
+27,481
2272
$2.08M ﹤0.01%
306,918
+134,899
2273
$2.08M ﹤0.01%
84,528
-274,374
2274
$2.07M ﹤0.01%
62,175
+2,936
2275
$2.07M ﹤0.01%
47,076
+15,917
89 90
91
92 93