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
2651
$1.38M ﹤0.01%
22,067
+3,893
2652
$1.38M ﹤0.01%
21,499
-1,489
2653
$1.38M ﹤0.01%
65,631
-92,343
2654
$1.38M ﹤0.01%
75,292
-5,976
2655
$1.38M ﹤0.01%
16,434
+4,548
2656
$1.37M ﹤0.01%
66,216
-41,931
2657
$1.37M ﹤0.01%
97,985
-16,081
2658
$1.36M ﹤0.01%
37,138
+3,342
2659
$1.36M ﹤0.01%
188,150
-76,438
2660
$1.36M ﹤0.01%
15,542
+2,398
2661
$1.35M ﹤0.01%
60,310
-713
2662
$1.35M ﹤0.01%
79,147
+4,846
2663
$1.34M ﹤0.01%
36,667
+2,258
2664
$1.34M ﹤0.01%
97,786
+34,729
2665
$1.34M ﹤0.01%
70,173
+21,724
2666
$1.34M ﹤0.01%
466,484
-43,941
2667
$1.34M ﹤0.01%
69,011
+37,555
2668
$1.33M ﹤0.01%
104,472
+31,154
2669
$1.33M ﹤0.01%
9,159
+549
2670
$1.33M ﹤0.01%
39,217
-4,909
2671
$1.32M ﹤0.01%
1,862
+294
2672
$1.32M ﹤0.01%
34,291
-197
2673
$1.32M ﹤0.01%
24,657
+12,216
2674
$1.32M ﹤0.01%
19,598
-28,144
2675
$1.32M ﹤0.01%
49,580
+6,294
105 106
107
108 109