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
2451
$1.65M ﹤0.01%
125,988
-2,833
2452
$1.65M ﹤0.01%
93,453
-1,496
2453
$1.64M ﹤0.01%
48,899
-3,968
2454
$1.64M ﹤0.01%
20,546
-1,029
2455
$1.63M ﹤0.01%
123,327
+3,425
2456
$1.63M ﹤0.01%
59,329
-4,895
2457
$1.63M ﹤0.01%
4,160
+4,096
2458
$1.63M ﹤0.01%
26,454
-19,016
2459
$1.63M ﹤0.01%
208,989
-5,185
2460
$1.63M ﹤0.01%
152,771
-206,417
2461
$1.63M ﹤0.01%
48,928
+47,935
2462
$1.63M ﹤0.01%
+69,247
2463
$1.62M ﹤0.01%
26,824
-2,081
2464
$1.62M ﹤0.01%
51,710
-16,268
2465
$1.62M ﹤0.01%
45,217
+2,438
2466
$1.61M ﹤0.01%
86,836
-136
2467
$1.61M ﹤0.01%
30,572
+20,481
2468
$1.61M ﹤0.01%
79,104
+53,606
2469
$1.6M ﹤0.01%
23,481
+474
2470
$1.6M ﹤0.01%
33,516
+7,418
2471
$1.6M ﹤0.01%
66,865
+6,294
2472
$1.6M ﹤0.01%
27,377
-81,659
2473
$1.59M ﹤0.01%
65,717
-21,037
2474
$1.59M ﹤0.01%
66,508
-6,858
2475
$1.59M ﹤0.01%
28,185
-2,724
97 98
99
100 101