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
2551
$1.57M ﹤0.01%
168,146
+26,389
2552
$1.57M ﹤0.01%
114,566
+55,888
2553
$1.57M ﹤0.01%
1,127,722
-218,816
2554
$1.56M ﹤0.01%
51,347
-84,210
2555
$1.56M ﹤0.01%
47,746
+1,703
2556
$1.56M ﹤0.01%
112,173
+6,702
2557
$1.56M ﹤0.01%
24,460
-3,992
2558
$1.56M ﹤0.01%
124,590
+6,481
2559
$1.55M ﹤0.01%
89,030
-61,724
2560
$1.55M ﹤0.01%
48,866
-35,876
2561
$1.55M ﹤0.01%
64,798
+15,420
2562
$1.55M ﹤0.01%
7,364
+5,291
2563
$1.55M ﹤0.01%
193,429
+7,372
2564
$1.54M ﹤0.01%
107,188
-316,134
2565
$1.54M ﹤0.01%
81,602
-252,068
2566
$1.54M ﹤0.01%
12,579
-2,860
2567
$1.54M ﹤0.01%
186,352
-49,961
2568
$1.54M ﹤0.01%
69,533
+1,425
2569
$1.54M ﹤0.01%
150,429
+35,389
2570
$1.54M ﹤0.01%
91,606
+13,389
2571
$1.54M ﹤0.01%
53,919
+5,282
2572
$1.54M ﹤0.01%
72,857
-2,259
2573
$1.53M ﹤0.01%
50,463
-4,996
2574
$1.53M ﹤0.01%
28,283
+1,968
2575
$1.53M ﹤0.01%
52,598
+2,908
101 102
103
104 105