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
3026
$808K ﹤0.01%
90,694
+77,868
3027
$807K ﹤0.01%
7,904
-3,930
3028
$806K ﹤0.01%
189,744
-12,307
3029
$806K ﹤0.01%
15,063
+7,719
3030
$804K ﹤0.01%
18,564
-16,377
3031
$803K ﹤0.01%
20,655
+7,554
3032
$799K ﹤0.01%
14,171
+13,185
3033
$797K ﹤0.01%
12,606
-390
3034
$793K ﹤0.01%
79,614
+40,601
3035
$792K ﹤0.01%
69,155
-5,844
3036
$791K ﹤0.01%
6,197
-76
3037
$791K ﹤0.01%
64,354
+63,454
3038
$790K ﹤0.01%
67,827
+10,726
3039
$788K ﹤0.01%
37,957
-5,234
3040
$787K ﹤0.01%
17,853
-7,250
3041
$783K ﹤0.01%
9,749
-556
3042
$780K ﹤0.01%
6,964
-11,653
3043
$779K ﹤0.01%
66,074
-2,696
3044
$778K ﹤0.01%
33,070
-30,300
3045
$775K ﹤0.01%
49,344
+3,336
3046
$773K ﹤0.01%
68,432
+1,567
3047
$772K ﹤0.01%
23,112
+2,253
3048
$772K ﹤0.01%
27,825
+6,996
3049
$770K ﹤0.01%
42,066
-1,656
3050
$769K ﹤0.01%
19,753
-9,814
120 121
122
123 124