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
2476
$1.76M ﹤0.01%
117,813
+55,641
2477
$1.76M ﹤0.01%
87,621
+87,540
2478
$1.75M ﹤0.01%
16,800
-23,551
2479
$1.75M ﹤0.01%
35,050
+22,726
2480
$1.75M ﹤0.01%
48,515
-31,830
2481
$1.75M ﹤0.01%
33,188
+32,894
2482
$1.74M ﹤0.01%
106,302
+1,983
2483
$1.73M ﹤0.01%
80,402
-10,317
2484
$1.73M ﹤0.01%
26,065
+7,665
2485
$1.73M ﹤0.01%
84,502
-24,907
2486
$1.72M ﹤0.01%
715,494
2487
$1.72M ﹤0.01%
165,067
+28,440
2488
$1.72M ﹤0.01%
317,143
-5,878
2489
$1.72M ﹤0.01%
40,547
+12,396
2490
$1.71M ﹤0.01%
86,586
+258
2491
$1.71M ﹤0.01%
145,015
-97,687
2492
$1.71M ﹤0.01%
131,872
+780
2493
$1.71M ﹤0.01%
363,751
-74,582
2494
$1.7M ﹤0.01%
43,326
+36,875
2495
$1.7M ﹤0.01%
147,369
+74,297
2496
$1.7M ﹤0.01%
38,671
+1,319
2497
$1.69M ﹤0.01%
88,411
+6,478
2498
$1.69M ﹤0.01%
26,378
+9,461
2499
$1.69M ﹤0.01%
52,644
+255
2500
$1.68M ﹤0.01%
25,347
+13,080
98 99
100
101 102