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
2976
$881K ﹤0.01%
48,705
-23,846
2977
$881K ﹤0.01%
30,829
+6,770
2978
$881K ﹤0.01%
123,864
+23,897
2979
$880K ﹤0.01%
36,420
-1,750
2980
$877K ﹤0.01%
81,161
+17,774
2981
$876K ﹤0.01%
21,626
+2,089
2982
$875K ﹤0.01%
16,144
-2,910
2983
$874K ﹤0.01%
33,069
+30,570
2984
$874K ﹤0.01%
14,323
-40,454
2985
$871K ﹤0.01%
22,495
-122,900
2986
$868K ﹤0.01%
64,564
+63,730
2987
$865K ﹤0.01%
34,735
+20,123
2988
$864K ﹤0.01%
5,779
-9,809
2989
$860K ﹤0.01%
82,409
-20,385
2990
$859K ﹤0.01%
73,767
+61,084
2991
$859K ﹤0.01%
24,711
+18,797
2992
$857K ﹤0.01%
39,408
+735
2993
$856K ﹤0.01%
26,299
+7,290
2994
$855K ﹤0.01%
28,715
+22,684
2995
$854K ﹤0.01%
65,715
-20,154
2996
$853K ﹤0.01%
53,491
-7,348
2997
$853K ﹤0.01%
45,510
-6,616
2998
$853K ﹤0.01%
66,624
-1,820
2999
$850K ﹤0.01%
17,686
-16,954
3000
$849K ﹤0.01%
17,809
+3,336
118 119
120
121 122