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
3051
$768K ﹤0.01%
20,384
-2,740
3052
$767K ﹤0.01%
17,526
-1,458
3053
$767K ﹤0.01%
26,174
+10,216
3054
$767K ﹤0.01%
59,226
+4,116
3055
$766K ﹤0.01%
47,055
-8,343
3056
$764K ﹤0.01%
20,409
+3,601
3057
$762K ﹤0.01%
7,073
+2,170
3058
$761K ﹤0.01%
27,836
-2,350
3059
$761K ﹤0.01%
40,198
+11,680
3060
$760K ﹤0.01%
45,525
+5,423
3061
$757K ﹤0.01%
14,926
-50,697
3062
$756K ﹤0.01%
15,028
+2,226
3063
$755K ﹤0.01%
10,991
-2,045
3064
$753K ﹤0.01%
30,484
+15,069
3065
$751K ﹤0.01%
18,269
+2,302
3066
$751K ﹤0.01%
49,820
+5,519
3067
$750K ﹤0.01%
57,251
-4,288
3068
$749K ﹤0.01%
9,283
-7,748
3069
$749K ﹤0.01%
154,104
+97,662
3070
$748K ﹤0.01%
733,638
+124,103
3071
$748K ﹤0.01%
27,824
-197,808
3072
$747K ﹤0.01%
43,737
-1,654
3073
$743K ﹤0.01%
2,889
-141,086
3074
$743K ﹤0.01%
57,566
+47,276
3075
$743K ﹤0.01%
25,460
+9,140
121 122
123
124 125