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
3251
$562K ﹤0.01%
76,270
-1,151
3252
$561K ﹤0.01%
22,513
+4,473
3253
$561K ﹤0.01%
20,672
+11,976
3254
$560K ﹤0.01%
28,153
+15,272
3255
$560K ﹤0.01%
37,476
-3,833
3256
$559K ﹤0.01%
37,021
-439
3257
$559K ﹤0.01%
15,080
-2,651
3258
$557K ﹤0.01%
30,300
+4,007
3259
$555K ﹤0.01%
26,716
-6,648
3260
$554K ﹤0.01%
49,560
+20,376
3261
$554K ﹤0.01%
37,539
-8,013
3262
$553K ﹤0.01%
24,249
+18,034
3263
$546K ﹤0.01%
18,654
+2,984
3264
$546K ﹤0.01%
62,349
+1,894
3265
$546K ﹤0.01%
6,356
-7,098
3266
$544K ﹤0.01%
24,325
+9,781
3267
$544K ﹤0.01%
11,509
-109
3268
$543K ﹤0.01%
12,505
-281
3269
$543K ﹤0.01%
20,262
-540
3270
$543K ﹤0.01%
14,660
+808
3271
$542K ﹤0.01%
18,580
+4,644
3272
$541K ﹤0.01%
11,807
+1,635
3273
$541K ﹤0.01%
18,978
-1,767
3274
$541K ﹤0.01%
13,439
-1,627
3275
$540K ﹤0.01%
47,418
-31,140
129 130
131
132 133