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
301
$88.8M 0.05%
1,647,095
+89,735
302
$88.5M 0.05%
2,343,062
+311,025
303
$88.4M 0.05%
2,213,188
+52,002
304
$87M 0.05%
1,725,943
+145,853
305
$86.5M 0.04%
2,177,590
+301,048
306
$86M 0.04%
2,840,760
+156,128
307
$85.3M 0.04%
2,814,415
+1,255,043
308
$84.7M 0.04%
800,788
+2,930
309
$84.5M 0.04%
1,576,265
-209,801
310
$84.4M 0.04%
4,537,278
-76,339
311
$83.8M 0.04%
2,177,345
+868,950
312
$83.7M 0.04%
1,852,097
+307,813
313
$82M 0.04%
498,197
-87,585
314
$81.7M 0.04%
1,977,406
+132,946
315
$81.5M 0.04%
3,651,383
+33,856
316
$81.3M 0.04%
492,147
+412,563
317
$81.3M 0.04%
1,516,028
+275,564
318
$80.6M 0.04%
1,580,379
+59,114
319
$80.4M 0.04%
5,686,520
-583,010
320
$80.4M 0.04%
2,827,631
+384,173
321
$80.3M 0.04%
1,844,538
+70,123
322
$78.9M 0.04%
3,217,414
+1,353,232
323
$78.8M 0.04%
2,638,464
-152,704
324
$78.5M 0.04%
1,562,010
+220,766
325
$78.5M 0.04%
1,024,544
-94,249
11 12
13
14 15