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
$156B
AUM Growth
+$4.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,297
New
Increased
Reduced
Closed

Top Buys

1
+$631M
2
+$554M
3
+$419M
4
DB icon
Deutsche Bank
DB
+$342M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$338M

Top Sells

1
+$3.09B
2
+$589M
3
+$545M
4
ETP
Energy Transfer Partners L.p.
ETP
+$383M
5
HLT icon
Hilton Worldwide
HLT
+$338M

Sector Composition

1 Financials 9.59%
2 Healthcare 8.36%
3 Technology 7.75%
4 Industrials 6.24%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139M 0.07%
2,590,552
+151,679
227
$137M 0.07%
2,549,998
+521,115
228
$137M 0.07%
1,279,688
-648,499
229
$137M 0.07%
2,754,580
+1,795,070
230
$136M 0.07%
5,588,443
-132,361
231
$135M 0.07%
1,348,542
-3,027,727
232
$135M 0.07%
2,512,491
-482,026
233
$134M 0.07%
1,072,918
+887,517
234
$133M 0.07%
4,552,831
+966,073
235
$132M 0.07%
1,586,101
-73,579
236
$130M 0.07%
1,689,831
-1,973,852
237
$130M 0.07%
2,252,664
+18,908
238
$126M 0.07%
2,274,981
+60,831
239
$126M 0.07%
1,178,832
+20,661
240
$126M 0.07%
3,215,951
-101,118
241
$125M 0.06%
1,135,938
+32,204
242
$125M 0.06%
2,542,368
+13,936
243
$124M 0.06%
12,750,618
+7,397,304
244
$124M 0.06%
624,383
+12,940
245
$123M 0.06%
1,049,644
+44,243
246
$123M 0.06%
2,256,147
+147,383
247
$122M 0.06%
833,736
+689,068
248
$121M 0.06%
2,373,701
+417,381
249
$119M 0.06%
1,361,942
-1,800
250
$119M 0.06%
1,444,563
+175,275
8 9
10
11 12