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
2601
$1.48M ﹤0.01%
66,583
-243,175
2602
$1.48M ﹤0.01%
61,031
+15,941
2603
$1.47M ﹤0.01%
50,995
-9,083
2604
$1.47M ﹤0.01%
107,776
-16,872
2605
$1.47M ﹤0.01%
28,448
-2,430
2606
$1.47M ﹤0.01%
12,952
+12,894
2607
$1.46M ﹤0.01%
47,671
-47,207
2608
$1.46M ﹤0.01%
126,960
+103,937
2609
$1.46M ﹤0.01%
65,235
+52,967
2610
$1.46M ﹤0.01%
17,976
-2,084
2611
$1.46M ﹤0.01%
36,785
-1,634
2612
$1.46M ﹤0.01%
16,571
+335
2613
$1.46M ﹤0.01%
47,748
-18,579
2614
$1.45M ﹤0.01%
30,056
-12,696
2615
$1.45M ﹤0.01%
125,142
+79,164
2616
$1.45M ﹤0.01%
130,946
+90,320
2617
$1.45M ﹤0.01%
89,827
+109
2618
$1.45M ﹤0.01%
111,375
+2,650
2619
$1.44M ﹤0.01%
64,679
+12,518
2620
$1.44M ﹤0.01%
121,456
+725
2621
$1.44M ﹤0.01%
57,184
-578,010
2622
$1.44M ﹤0.01%
54,529
-15,092
2623
$1.44M ﹤0.01%
102,218
+541
2624
$1.44M ﹤0.01%
60,234
+56,521
2625
$1.43M ﹤0.01%
37,231
+2,682
103 104
105
106 107