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
2276
$2.07M ﹤0.01%
30,299
+8,673
2277
$2.07M ﹤0.01%
44,596
-17,044
2278
$2.06M ﹤0.01%
50,322
+35,116
2279
$2.06M ﹤0.01%
116,783
+8,884
2280
$2.06M ﹤0.01%
23,303
+980
2281
$2.06M ﹤0.01%
129,962
-6,036
2282
$2.05M ﹤0.01%
38,459
+9,167
2283
$2.05M ﹤0.01%
42,970
+37,135
2284
$2.05M ﹤0.01%
39,180
-57,585
2285
$2.05M ﹤0.01%
61,489
+20,011
2286
$2.04M ﹤0.01%
44,703
+15,806
2287
$2.04M ﹤0.01%
154,107
+55,229
2288
$2.04M ﹤0.01%
8,812
+652
2289
$2.04M ﹤0.01%
59,804
-79,758
2290
$2.04M ﹤0.01%
+112,903
2291
$2.04M ﹤0.01%
33,783
-5,450
2292
$2.04M ﹤0.01%
95,592
-54,109
2293
$2.03M ﹤0.01%
78,078
-919
2294
$2.03M ﹤0.01%
25,864
-39,953
2295
$2.03M ﹤0.01%
113,985
-24,923
2296
$2.03M ﹤0.01%
35,459
-21,482
2297
$2.03M ﹤0.01%
63,877
+6,386
2298
$2.02M ﹤0.01%
67,091
+13,846
2299
$2.02M ﹤0.01%
44,312
-21,160
2300
$2.02M ﹤0.01%
8,193
+7,362
90 91
92
93 94