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
2501
$1.68M ﹤0.01%
+71,737
2502
$1.67M ﹤0.01%
69,427
+52,047
2503
$1.67M ﹤0.01%
91,328
-96,909
2504
$1.67M ﹤0.01%
24,835
+1,312
2505
$1.67M ﹤0.01%
59,957
-5,270
2506
$1.67M ﹤0.01%
25,489
+3,947
2507
$1.66M ﹤0.01%
85,952
-32,943
2508
$1.66M ﹤0.01%
45,548
-1,536
2509
$1.66M ﹤0.01%
21,257
-3,729
2510
$1.66M ﹤0.01%
43,504
+2,741
2511
$1.66M ﹤0.01%
258,499
+7,405
2512
$1.65M ﹤0.01%
32,320
+21,149
2513
$1.65M ﹤0.01%
138,384
+20,395
2514
$1.65M ﹤0.01%
20,175
-10,282
2515
$1.64M ﹤0.01%
51,712
+24,640
2516
$1.64M ﹤0.01%
44,798
+5,368
2517
$1.64M ﹤0.01%
79,812
-7,609
2518
$1.64M ﹤0.01%
75,480
+29,992
2519
$1.64M ﹤0.01%
141,579
-10,141
2520
$1.64M ﹤0.01%
42,000
+1,085
2521
$1.63M ﹤0.01%
68,751
-58,396
2522
$1.63M ﹤0.01%
20,529
-542
2523
$1.63M ﹤0.01%
108,157
+1,881
2524
$1.63M ﹤0.01%
87,251
-37,907
2525
$1.63M ﹤0.01%
32,410
-14,264
99 100
101
102 103