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
3001
$849K ﹤0.01%
33,404
-270
3002
$848K ﹤0.01%
65,020
+8,001
3003
$847K ﹤0.01%
25,343
-53,413
3004
$840K ﹤0.01%
14,109
-11,651
3005
$839K ﹤0.01%
7,829
-1,208
3006
$839K ﹤0.01%
29,765
+9,220
3007
$838K ﹤0.01%
21,521
-15,032
3008
$838K ﹤0.01%
31,416
+4,253
3009
$831K ﹤0.01%
38,906
+3,740
3010
$831K ﹤0.01%
68,066
+29,991
3011
$830K ﹤0.01%
34,544
+28,016
3012
$830K ﹤0.01%
14,874
+543
3013
$828K ﹤0.01%
31,285
+28,154
3014
$827K ﹤0.01%
135,017
+52,516
3015
$826K ﹤0.01%
16,946
-4,623
3016
$825K ﹤0.01%
40,708
-1,779
3017
$824K ﹤0.01%
75,231
-69,546
3018
$823K ﹤0.01%
52,185
-5,916
3019
$822K ﹤0.01%
8,057
-198
3020
$821K ﹤0.01%
54,524
+7,833
3021
$815K ﹤0.01%
80,525
+37,450
3022
$814K ﹤0.01%
12,800
-77
3023
$811K ﹤0.01%
50,086
+2,617
3024
$811K ﹤0.01%
1,369
+1,367
3025
$808K ﹤0.01%
58,625
-4,571
119 120
121
122 123