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
2776
$1.15M ﹤0.01%
16,101
+1,652
2777
$1.15M ﹤0.01%
26,327
-230
2778
$1.15M ﹤0.01%
86,920
+40,465
2779
$1.15M ﹤0.01%
22,107
+8,312
2780
$1.14M ﹤0.01%
54,772
-8,072
2781
$1.14M ﹤0.01%
63,138
-34,263
2782
$1.14M ﹤0.01%
113,357
+50,714
2783
$1.14M ﹤0.01%
71,468
-29,912
2784
$1.14M ﹤0.01%
49,761
-436
2785
$1.13M ﹤0.01%
15,499
-15,774
2786
$1.13M ﹤0.01%
22,448
-255
2787
$1.13M ﹤0.01%
41,207
-14,108
2788
$1.13M ﹤0.01%
40,457
-23,976
2789
$1.13M ﹤0.01%
18,856
+14,832
2790
$1.13M ﹤0.01%
82,134
-674
2791
$1.12M ﹤0.01%
15,424
-57,606
2792
$1.12M ﹤0.01%
23,023
+17,467
2793
$1.12M ﹤0.01%
35,175
-1,724
2794
$1.12M ﹤0.01%
198,899
-3,604
2795
$1.12M ﹤0.01%
46,179
-15,747
2796
$1.12M ﹤0.01%
19,433
-496
2797
$1.12M ﹤0.01%
19,376
+10,755
2798
$1.12M ﹤0.01%
32,661
+2,393
2799
$1.12M ﹤0.01%
73,643
-2,072
2800
$1.11M ﹤0.01%
22,757
+3,760
110 111
112
113 114