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
251
$118M 0.06%
3,605,900
+287,279
252
$118M 0.06%
4,927,715
+188,186
253
$118M 0.06%
868,905
+114,897
254
$117M 0.06%
940,336
+98,820
255
$117M 0.06%
935,879
+24,848
256
$117M 0.06%
2,236,736
-274,107
257
$117M 0.06%
3,885,633
-210,568
258
$116M 0.06%
1,442,644
+37,664
259
$115M 0.06%
1,116,112
-31,276
260
$114M 0.06%
1,546,965
-56,039
261
$114M 0.06%
923,924
+2,415
262
$112M 0.06%
2,633,055
-125,707
263
$112M 0.06%
2,513,348
-96,811
264
$112M 0.06%
2,556,197
+467,808
265
$112M 0.06%
2,232,142
-48,926
266
$112M 0.06%
3,271,890
-352,891
267
$111M 0.06%
2,279,587
+195,522
268
$110M 0.06%
2,106,696
-133,245
269
$109M 0.06%
1,457,509
+11,318
270
$108M 0.06%
568,705
-102,178
271
$108M 0.06%
2,735,283
+114,204
272
$107M 0.06%
1,268,867
+45,886
273
$106M 0.05%
1,609,543
+128,250
274
$105M 0.05%
848,107
+54,013
275
$104M 0.05%
1,610,449
-29,727
9 10
11
12 13