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
2801
$1.11M ﹤0.01%
56,339
+55,869
2802
$1.11M ﹤0.01%
63,540
+61,521
2803
$1.11M ﹤0.01%
54,874
+540
2804
$1.11M ﹤0.01%
44,334
-1,848
2805
$1.11M ﹤0.01%
177,920
-14,753
2806
$1.11M ﹤0.01%
29,064
+28,295
2807
$1.11M ﹤0.01%
25,431
-103
2808
$1.11M ﹤0.01%
15,889
-37,264
2809
$1.11M ﹤0.01%
126,904
+6,492
2810
$1.11M ﹤0.01%
63,560
-2,039
2811
$1.1M ﹤0.01%
5,392
-7,682
2812
$1.1M ﹤0.01%
82,051
+5,580
2813
$1.1M ﹤0.01%
180,423
+13,071
2814
$1.1M ﹤0.01%
22,441
+828
2815
$1.1M ﹤0.01%
69,135
+13,953
2816
$1.1M ﹤0.01%
88,631
+24,553
2817
$1.09M ﹤0.01%
4,858
-2,175
2818
$1.09M ﹤0.01%
54,097
+9,898
2819
$1.09M ﹤0.01%
26,126
+7,553
2820
$1.09M ﹤0.01%
28,665
+17,167
2821
$1.09M ﹤0.01%
92,744
+10,331
2822
$1.09M ﹤0.01%
59,093
+58,320
2823
$1.08M ﹤0.01%
17,629
-6,650
2824
$1.08M ﹤0.01%
27,352
-5,027
2825
$1.08M ﹤0.01%
23,837
+921
111 112
113
114 115