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
2701
$1.27M ﹤0.01%
19,860
+25
2702
$1.26M ﹤0.01%
38,263
+6,717
2703
$1.26M ﹤0.01%
29,934
-1,279
2704
$1.26M ﹤0.01%
207,616
+80,074
2705
$1.26M ﹤0.01%
21,140
+20,909
2706
$1.26M ﹤0.01%
9,849
+9,458
2707
$1.26M ﹤0.01%
80,135
-6,505
2708
$1.26M ﹤0.01%
22,124
+3,993
2709
$1.26M ﹤0.01%
37,083
+4,138
2710
$1.26M ﹤0.01%
30,325
+18,989
2711
$1.26M ﹤0.01%
21,021
+2,435
2712
$1.25M ﹤0.01%
88,315
+36,828
2713
$1.25M ﹤0.01%
83,994
-5,994
2714
$1.25M ﹤0.01%
22,102
+11,947
2715
$1.25M ﹤0.01%
30,081
+8,344
2716
$1.25M ﹤0.01%
44,699
-718
2717
$1.25M ﹤0.01%
28,577
+19,394
2718
$1.24M ﹤0.01%
65,211
-1,548
2719
$1.24M ﹤0.01%
92,987
+84,481
2720
$1.24M ﹤0.01%
14,513
-652
2721
$1.24M ﹤0.01%
18,872
+4,199
2722
$1.24M ﹤0.01%
19,439
+1,049
2723
$1.24M ﹤0.01%
43,140
-1,367
2724
$1.24M ﹤0.01%
25,191
-4,363
2725
$1.24M ﹤0.01%
15,951
-10,753
107 108
109
110 111