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
3101
$703K ﹤0.01%
13,887
+13,587
3102
$702K ﹤0.01%
17,291
-62,669
3103
$700K ﹤0.01%
14,585
-18
3104
$698K ﹤0.01%
112,115
-38,482
3105
$698K ﹤0.01%
15,282
-321
3106
$697K ﹤0.01%
16,799
-3,063
3107
$696K ﹤0.01%
7,507
-76,366
3108
$696K ﹤0.01%
27,238
-2,491
3109
$695K ﹤0.01%
9,599
+1
3110
$693K ﹤0.01%
15,901
+13,356
3111
$693K ﹤0.01%
59,156
-247,303
3112
$691K ﹤0.01%
92,844
+38,626
3113
$689K ﹤0.01%
22,440
+11,832
3114
$688K ﹤0.01%
50,419
-1,871
3115
$687K ﹤0.01%
11,455
+10,796
3116
$684K ﹤0.01%
27,589
-2,057
3117
$684K ﹤0.01%
58,544
+933
3118
$684K ﹤0.01%
70,147
+12,208
3119
$683K ﹤0.01%
12,248
-6,258
3120
$683K ﹤0.01%
35,663
+3,823
3121
$682K ﹤0.01%
19,547
+4,872
3122
$679K ﹤0.01%
52,370
+25,896
3123
$676K ﹤0.01%
21,459
-403
3124
$675K ﹤0.01%
19,863
-6,605
3125
$674K ﹤0.01%
13,075
-2,468
123 124
125
126 127