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
2726
$1.24M ﹤0.01%
42,372
-71,988
2727
$1.24M ﹤0.01%
55,100
-4,761
2728
$1.24M ﹤0.01%
93,676
-120
2729
$1.23M ﹤0.01%
44,585
+44,181
2730
$1.23M ﹤0.01%
65,634
+64,169
2731
$1.23M ﹤0.01%
69,740
+1,770
2732
$1.23M ﹤0.01%
26,796
+1,298
2733
$1.23M ﹤0.01%
46,598
-10,012
2734
$1.23M ﹤0.01%
121,852
+17,461
2735
$1.23M ﹤0.01%
14,921
+1,243
2736
$1.22M ﹤0.01%
12,653
-25,424
2737
$1.22M ﹤0.01%
32,619
-6,820
2738
$1.21M ﹤0.01%
+36,597
2739
$1.21M ﹤0.01%
23,163
+2,795
2740
$1.21M ﹤0.01%
165,339
-11,501
2741
$1.21M ﹤0.01%
15,646
+4,363
2742
$1.2M ﹤0.01%
26,017
+2,883
2743
$1.2M ﹤0.01%
19,165
-15,227
2744
$1.2M ﹤0.01%
38,000
+8,543
2745
$1.2M ﹤0.01%
93,307
+30,100
2746
$1.2M ﹤0.01%
49,115
+3,352
2747
$1.2M ﹤0.01%
64,066
+18,653
2748
$1.19M ﹤0.01%
10,121
-26,699
2749
$1.19M ﹤0.01%
17,794
+1,268
2750
$1.19M ﹤0.01%
46,141
-15,310
108 109
110
111 112