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
2376
$1.81M ﹤0.01%
164,310
-3,703
2377
$1.81M ﹤0.01%
66,578
+52,760
2378
$1.81M ﹤0.01%
116,020
+2,631
2379
$1.81M ﹤0.01%
136,954
+16,606
2380
$1.81M ﹤0.01%
109,568
-2,823
2381
$1.81M ﹤0.01%
499,192
+68,759
2382
$1.8M ﹤0.01%
56,539
-77,407
2383
$1.8M ﹤0.01%
48,655
+44,241
2384
$1.8M ﹤0.01%
33,529
+29,359
2385
$1.79M ﹤0.01%
124,395
+943
2386
$1.79M ﹤0.01%
108,812
+89,420
2387
$1.79M ﹤0.01%
78,137
+14,676
2388
$1.79M ﹤0.01%
181,654
+12,023
2389
$1.78M ﹤0.01%
27,949
-23,902
2390
$1.78M ﹤0.01%
39,111
+37,507
2391
$1.78M ﹤0.01%
14,308
-11,658
2392
$1.78M ﹤0.01%
26,520
-157,250
2393
$1.77M ﹤0.01%
95,389
+408
2394
$1.77M ﹤0.01%
148,074
-10,304
2395
$1.77M ﹤0.01%
222,939
-91,700
2396
$1.77M ﹤0.01%
45,328
+20,105
2397
$1.77M ﹤0.01%
147,239
+31,295
2398
$1.77M ﹤0.01%
84,383
+12,102
2399
$1.77M ﹤0.01%
63,054
+5,570
2400
$1.77M ﹤0.01%
241,157
+40,531
94 95
96
97 98