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
3176
$629K ﹤0.01%
19,655
+14,672
3177
$629K ﹤0.01%
47,654
-32,107
3178
$628K ﹤0.01%
3,453
+739
3179
$628K ﹤0.01%
30,722
+4,827
3180
$626K ﹤0.01%
18,428
-15,245
3181
$625K ﹤0.01%
41,587
-18,954
3182
$623K ﹤0.01%
128,882
-14,199
3183
$622K ﹤0.01%
33,662
+22,185
3184
$621K ﹤0.01%
12,257
-7,090
3185
$620K ﹤0.01%
25,727
-596
3186
$620K ﹤0.01%
28,094
+21,705
3187
$620K ﹤0.01%
70,164
+66,464
3188
$620K ﹤0.01%
76,125
+67,086
3189
$618K ﹤0.01%
12,645
-25,990
3190
$616K ﹤0.01%
30,959
-1,280
3191
$616K ﹤0.01%
33,640
-28,139
3192
$615K ﹤0.01%
14,487
+7,731
3193
$612K ﹤0.01%
33,156
+11,900
3194
$611K ﹤0.01%
42,557
-800
3195
$609K ﹤0.01%
90,292
+45,683
3196
$608K ﹤0.01%
14,692
+501
3197
$607K ﹤0.01%
10,217
-2,777
3198
$605K ﹤0.01%
11,546
-3,227
3199
$604K ﹤0.01%
98,540
-13,774
3200
$604K ﹤0.01%
3,496
+1,645
126 127
128
129 130