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
2676
$1.31M ﹤0.01%
10,500
+2,044
2677
$1.31M ﹤0.01%
59,930
-156,818
2678
$1.31M ﹤0.01%
95,943
+14,811
2679
$1.31M ﹤0.01%
77,716
+3,052
2680
$1.31M ﹤0.01%
51,557
-10,760
2681
$1.31M ﹤0.01%
45,164
-33,507
2682
$1.31M ﹤0.01%
10,078
-1,004
2683
$1.31M ﹤0.01%
172,935
+57,271
2684
$1.31M ﹤0.01%
116,539
+6,332
2685
$1.31M ﹤0.01%
80,431
-4,370
2686
$1.3M ﹤0.01%
12,549
-785
2687
$1.3M ﹤0.01%
176,377
+89,738
2688
$1.3M ﹤0.01%
100,585
-1,022
2689
$1.28M ﹤0.01%
28,936
+27,233
2690
$1.28M ﹤0.01%
129,599
+64,068
2691
$1.28M ﹤0.01%
117,847
+3,126
2692
$1.28M ﹤0.01%
27,453
+4,883
2693
$1.28M ﹤0.01%
93,983
-4,374
2694
$1.28M ﹤0.01%
63,807
+4,327
2695
$1.27M ﹤0.01%
130,349
+3,025
2696
$1.27M ﹤0.01%
92,186
+7,194
2697
$1.27M ﹤0.01%
51,912
+29,812
2698
$1.27M ﹤0.01%
188,756
-176,610
2699
$1.27M ﹤0.01%
61,827
+1,728
2700
$1.27M ﹤0.01%
26,496
+14,847
106 107
108
109 110