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
2301
$2.01M ﹤0.01%
63,400
-7,042
2302
$2.01M ﹤0.01%
85,972
-6,592
2303
$2.01M ﹤0.01%
44,367
+5,843
2304
$2M ﹤0.01%
84,119
+950
2305
$2M ﹤0.01%
44,568
+150
2306
$2M ﹤0.01%
67,930
+13,811
2307
$2M ﹤0.01%
947
+394
2308
$1.99M ﹤0.01%
149,212
+8,478
2309
$1.99M ﹤0.01%
80,671
-253
2310
$1.99M ﹤0.01%
44,335
-19,800
2311
$1.98M ﹤0.01%
177,067
+1,880
2312
$1.98M ﹤0.01%
68,945
+3,601
2313
$1.98M ﹤0.01%
37,942
+496
2314
$1.98M ﹤0.01%
128,567
-866
2315
$1.98M ﹤0.01%
168,992
-922
2316
$1.97M ﹤0.01%
37,172
-1,015
2317
$1.97M ﹤0.01%
41,871
-57,243
2318
$1.97M ﹤0.01%
28,724
-16,081
2319
$1.96M ﹤0.01%
85,841
+37,703
2320
$1.96M ﹤0.01%
65,500
-41,791
2321
$1.96M ﹤0.01%
87,662
-60,450
2322
$1.96M ﹤0.01%
71,322
+898
2323
$1.96M ﹤0.01%
126,864
+23,704
2324
$1.96M ﹤0.01%
28,029
+12,817
2325
$1.96M ﹤0.01%
45,432
+1,318
91 92
93
94 95