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
2576
$1.53M ﹤0.01%
115,532
-116,578
2577
$1.52M ﹤0.01%
121,175
+13,087
2578
$1.51M ﹤0.01%
49,289
+5,059
2579
$1.51M ﹤0.01%
211,460
+125,178
2580
$1.51M ﹤0.01%
37,903
+19,251
2581
$1.51M ﹤0.01%
156,901
+68,307
2582
$1.51M ﹤0.01%
29,633
-1,854
2583
$1.51M ﹤0.01%
16,547
+4,275
2584
$1.51M ﹤0.01%
60,780
-8,476
2585
$1.51M ﹤0.01%
19,571
+930
2586
$1.51M ﹤0.01%
54,900
+1,988
2587
$1.5M ﹤0.01%
17,282
-36,330
2588
$1.5M ﹤0.01%
75,902
-16,401
2589
$1.5M ﹤0.01%
32,014
-29,310
2590
$1.49M ﹤0.01%
106,593
-31,822
2591
$1.49M ﹤0.01%
158,936
+51,516
2592
$1.49M ﹤0.01%
50,349
-6,836
2593
$1.49M ﹤0.01%
35,672
-4,211
2594
$1.49M ﹤0.01%
3,231
-2,364
2595
$1.49M ﹤0.01%
43,375
+38,200
2596
$1.48M ﹤0.01%
45,923
+45,253
2597
$1.48M ﹤0.01%
+61,526
2598
$1.48M ﹤0.01%
44,501
+8,655
2599
$1.48M ﹤0.01%
23,433
-78,890
2600
$1.48M ﹤0.01%
57,137
-66,843
102 103
104
105 106