UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,270
New
Increased
Reduced
Closed

Top Buys

1
+$699M
2
+$629M
3
+$484M
4
ROK icon
Rockwell Automation
ROK
+$433M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$390M

Top Sells

1
+$290M
2
+$286M
3
+$268M
4
UPS icon
United Parcel Service
UPS
+$224M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.7%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.85B 3.35%
23,478,420
+3,046,460
2
$2.34B 1.62%
75,250,232
-446,408
3
$1.72B 1.19%
91,742,823
-6,506,661
4
$1.29B 0.89%
22,827,972
+12,343,369
5
$1.23B 0.85%
30,307,390
+1,423,964
6
$1.2B 0.83%
56,598,698
+14,637,468
7
$1.12B 0.78%
11,172,282
-397,697
8
$1.05B 0.73%
9,819,079
+615,048
9
$1.02B 0.71%
37,248,345
-62,171
10
$969M 0.67%
15,997,577
+642,955
11
$924M 0.64%
29,553,555
-254,862
12
$874M 0.6%
12,606,336
-4,177,345
13
$867M 0.6%
7,294,202
-28,498
14
$793M 0.55%
24,071,459
+3,287,853
15
$764M 0.53%
23,093,494
+14,636,406
16
$749M 0.52%
10,158,560
+135,634
17
$737M 0.51%
4,908,224
+136,123
18
$699M 0.48%
5,618,010
-1,142,846
19
$696M 0.48%
12,786,047
+991,717
20
$694M 0.48%
8,318,348
+910,615
21
$690M 0.48%
10,749,680
+786,217
22
$687M 0.47%
8,078,120
-233,514
23
$674M 0.47%
13,699,879
+7,556,269
24
$646M 0.45%
15,933,933
+331,611
25
$645M 0.45%
6,151,833
-219,068
1
2 3 4 5