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
2526
$1.63M ﹤0.01%
89,206
-25,188
2527
$1.61M ﹤0.01%
41,183
+3,461
2528
$1.61M ﹤0.01%
57,355
+47,730
2529
$1.61M ﹤0.01%
757
+743
2530
$1.6M ﹤0.01%
109,048
-111,514
2531
$1.6M ﹤0.01%
111,272
-40,374
2532
$1.6M ﹤0.01%
160,035
-70,965
2533
$1.6M ﹤0.01%
39,757
+6,505
2534
$1.6M ﹤0.01%
35,853
-3,381
2535
$1.6M ﹤0.01%
1,043,493
+832,680
2536
$1.6M ﹤0.01%
66,173
-232
2537
$1.59M ﹤0.01%
135,315
-16,938
2538
$1.59M ﹤0.01%
120,683
+5,341
2539
$1.59M ﹤0.01%
317,720
+314,850
2540
$1.59M ﹤0.01%
160,355
-13,328
2541
$1.59M ﹤0.01%
34,552
-9,910
2542
$1.59M ﹤0.01%
89,161
+18,306
2543
$1.59M ﹤0.01%
22,734
-10,177
2544
$1.58M ﹤0.01%
87,731
-270,635
2545
$1.58M ﹤0.01%
45,762
+4,694
2546
$1.58M ﹤0.01%
78,455
-62,402
2547
$1.58M ﹤0.01%
36,715
+22,094
2548
$1.58M ﹤0.01%
100,250
+88,742
2549
$1.57M ﹤0.01%
1,816
+849
2550
$1.57M ﹤0.01%
77,694
+43,779
100 101
102
103 104