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
2426
$1.69M ﹤0.01%
114,017
-7,525
2427
$1.69M ﹤0.01%
35,768
-2,512
2428
$1.69M ﹤0.01%
123,572
+16,463
2429
$1.69M ﹤0.01%
30,857
-26,513
2430
$1.69M ﹤0.01%
69,882
-183,719
2431
$1.69M ﹤0.01%
21,519
+7,341
2432
$1.68M ﹤0.01%
263,046
+14,445
2433
$1.68M ﹤0.01%
53,579
+21,742
2434
$1.68M ﹤0.01%
36,909
+765
2435
$1.67M ﹤0.01%
72,588
+36,156
2436
$1.67M ﹤0.01%
104,217
-11,045
2437
$1.67M ﹤0.01%
61,866
-111,068
2438
$1.66M ﹤0.01%
43,559
+1,324
2439
$1.66M ﹤0.01%
55,836
+6,704
2440
$1.66M ﹤0.01%
32,263
-11,672
2441
$1.66M ﹤0.01%
30,975
+11,062
2442
$1.66M ﹤0.01%
64,733
+5,827
2443
$1.66M ﹤0.01%
153,547
-22,239
2444
$1.66M ﹤0.01%
127,731
+33,515
2445
$1.66M ﹤0.01%
43,699
+12,946
2446
$1.66M ﹤0.01%
23,883
+21,630
2447
$1.65M ﹤0.01%
1,486
+46
2448
$1.65M ﹤0.01%
138,650
+1,107
2449
$1.65M ﹤0.01%
127,370
+7,697
2450
$1.65M ﹤0.01%
219,941
+5,508
96 97
98
99 100