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
2751
$1.19M ﹤0.01%
82,862
-8,378
2752
$1.19M ﹤0.01%
10,109
+2,365
2753
$1.19M ﹤0.01%
34,194
+23,542
2754
$1.18M ﹤0.01%
45,544
-5,560
2755
$1.18M ﹤0.01%
+40,985
2756
$1.18M ﹤0.01%
115,509
+50,652
2757
$1.18M ﹤0.01%
39,031
-15,037
2758
$1.18M ﹤0.01%
92,031
-12,130
2759
$1.18M ﹤0.01%
27,797
+19,463
2760
$1.18M ﹤0.01%
92,344
-1,009
2761
$1.17M ﹤0.01%
87,231
-17,200
2762
$1.17M ﹤0.01%
37,159
-6,176
2763
$1.17M ﹤0.01%
18,758
+1,604
2764
$1.17M ﹤0.01%
23,307
+13,638
2765
$1.17M ﹤0.01%
27,779
+10,149
2766
$1.17M ﹤0.01%
11,208
+6,450
2767
$1.17M ﹤0.01%
121,202
+48,048
2768
$1.17M ﹤0.01%
17,865
-4,860
2769
$1.16M ﹤0.01%
114,031
-1,686
2770
$1.16M ﹤0.01%
1,169
-2,052
2771
$1.16M ﹤0.01%
30,078
-5,148
2772
$1.16M ﹤0.01%
22,841
+15,513
2773
$1.15M ﹤0.01%
47,886
-5,567
2774
$1.15M ﹤0.01%
38,801
+2,221
2775
$1.15M ﹤0.01%
20,739
+213
109 110
111
112 113