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
2876
$1M ﹤0.01%
54,283
-13,227
2877
$1M ﹤0.01%
50,285
+2,983
2878
$1M ﹤0.01%
51,636
-24,837
2879
$1M ﹤0.01%
58,713
+2,867
2880
$997K ﹤0.01%
65,655
+5,066
2881
$997K ﹤0.01%
62,304
+1,369
2882
$997K ﹤0.01%
20,188
-487,750
2883
$996K ﹤0.01%
24,528
-59,261
2884
$996K ﹤0.01%
42,372
+1,704
2885
$994K ﹤0.01%
53,106
+52,706
2886
$993K ﹤0.01%
25,186
+3,111
2887
$992K ﹤0.01%
55,745
+12,481
2888
$991K ﹤0.01%
26,619
-34,870
2889
$988K ﹤0.01%
45,651
+26,144
2890
$987K ﹤0.01%
33,552
+30,792
2891
$985K ﹤0.01%
9,618
-32,741
2892
$984K ﹤0.01%
119,599
+119,306
2893
$983K ﹤0.01%
14,328
+1,875
2894
$983K ﹤0.01%
67,859
-1,414
2895
$975K ﹤0.01%
12,428
-3,253
2896
$974K ﹤0.01%
92,281
-4,343
2897
$973K ﹤0.01%
37,077
+9,822
2898
$972K ﹤0.01%
+36,472
2899
$970K ﹤0.01%
57,211
-8,968
2900
$969K ﹤0.01%
67,864
-631
114 115
116
117 118