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
2826
$1.08M ﹤0.01%
48,490
-3,183
2827
$1.08M ﹤0.01%
13,655
+12,318
2828
$1.08M ﹤0.01%
137,583
-52,692
2829
$1.07M ﹤0.01%
17,322
+7,608
2830
$1.07M ﹤0.01%
11,433
-4,075
2831
$1.07M ﹤0.01%
71,732
+1,328
2832
$1.07M ﹤0.01%
35,985
+3,542
2833
$1.07M ﹤0.01%
15,167
-5,208
2834
$1.07M ﹤0.01%
125,484
+295
2835
$1.07M ﹤0.01%
9,972
-810
2836
$1.07M ﹤0.01%
7,588
-291
2837
$1.06M ﹤0.01%
33,045
+719
2838
$1.06M ﹤0.01%
30,094
-1,562
2839
$1.06M ﹤0.01%
+27,029
2840
$1.06M ﹤0.01%
17,717
-5,635
2841
$1.06M ﹤0.01%
18,589
+12,904
2842
$1.05M ﹤0.01%
38,752
+3,776
2843
$1.05M ﹤0.01%
88,422
+12,958
2844
$1.05M ﹤0.01%
44,881
+1,261
2845
$1.05M ﹤0.01%
20,571
-3,437
2846
$1.05M ﹤0.01%
38,517
+17,619
2847
$1.05M ﹤0.01%
28,952
-23,514
2848
$1.05M ﹤0.01%
136,881
+39,507
2849
$1.04M ﹤0.01%
66,313
+24,002
2850
$1.04M ﹤0.01%
21,714
+4,740
112 113
114
115 116