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
2851
$1.04M ﹤0.01%
34,905
-20,791
2852
$1.04M ﹤0.01%
53,475
+3,474
2853
$1.03M ﹤0.01%
10,105
+7,407
2854
$1.03M ﹤0.01%
45,777
-86,864
2855
$1.03M ﹤0.01%
25,334
-10,719
2856
$1.03M ﹤0.01%
65,419
+22,179
2857
$1.03M ﹤0.01%
1,185
-1,072
2858
$1.03M ﹤0.01%
46,973
+1,889
2859
$1.02M ﹤0.01%
32,831
+1,318
2860
$1.02M ﹤0.01%
11,533
+2,588
2861
$1.02M ﹤0.01%
14,186
-29,021
2862
$1.02M ﹤0.01%
94,092
+4,656
2863
$1.02M ﹤0.01%
17,103
-7,155
2864
$1.02M ﹤0.01%
74,913
-3,333
2865
$1.02M ﹤0.01%
32,594
-7,125
2866
$1.02M ﹤0.01%
41,393
-4,515
2867
$1.01M ﹤0.01%
16,286
-147
2868
$1.01M ﹤0.01%
74,039
-29,750
2869
$1.01M ﹤0.01%
37,804
+30,596
2870
$1.01M ﹤0.01%
27,369
+5,912
2871
$1.01M ﹤0.01%
80,250
-132,937
2872
$1.01M ﹤0.01%
15,991
-532
2873
$1.01M ﹤0.01%
64,045
-3,510
2874
$1.01M ﹤0.01%
84,592
+71,164
2875
$1.01M ﹤0.01%
32,586
-309
113 114
115
116 117