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
2626
$1.42M ﹤0.01%
57,040
-2,909
2627
$1.42M ﹤0.01%
36,912
+1,982
2628
$1.42M ﹤0.01%
109,259
-8,286
2629
$1.42M ﹤0.01%
173,267
+74,597
2630
$1.42M ﹤0.01%
57,077
+2,956
2631
$1.42M ﹤0.01%
23,081
+4,514
2632
$1.41M ﹤0.01%
89,359
+5,650
2633
$1.41M ﹤0.01%
33,809
-7,106
2634
$1.41M ﹤0.01%
25,152
-1,489
2635
$1.41M ﹤0.01%
22,847
+12,613
2636
$1.41M ﹤0.01%
14,951
+1,500
2637
$1.41M ﹤0.01%
107,070
+4,285
2638
$1.41M ﹤0.01%
20,395
-30,450
2639
$1.4M ﹤0.01%
113,409
-23,913
2640
$1.4M ﹤0.01%
94,490
+32,009
2641
$1.4M ﹤0.01%
87,286
-7,484
2642
$1.4M ﹤0.01%
53,155
+47,593
2643
$1.39M ﹤0.01%
185,271
-21,489
2644
$1.39M ﹤0.01%
51,845
-11,381
2645
$1.39M ﹤0.01%
62,448
-22,206
2646
$1.39M ﹤0.01%
266,954
+7,917
2647
$1.39M ﹤0.01%
24,254
+2,697
2648
$1.39M ﹤0.01%
53,941
-14,715
2649
$1.39M ﹤0.01%
56,339
+8,806
2650
$1.38M ﹤0.01%
14,508
+1,072
104 105
106
107 108