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
3351
$466K ﹤0.01%
13,362
+2,290
3352
$465K ﹤0.01%
46,135
+5,760
3353
$465K ﹤0.01%
4,698
-4,229
3354
$464K ﹤0.01%
4,932
-19,843
3355
$464K ﹤0.01%
6,144
-2,827
3356
$463K ﹤0.01%
77,724
-674
3357
$462K ﹤0.01%
77
+43
3358
$462K ﹤0.01%
35,509
+20,678
3359
$461K ﹤0.01%
11,473
+4,989
3360
$458K ﹤0.01%
43,522
+760
3361
$458K ﹤0.01%
10,468
-5,038
3362
$457K ﹤0.01%
13,117
-10,927
3363
$456K ﹤0.01%
17,900
-564
3364
$455K ﹤0.01%
10,493
-30,519
3365
$455K ﹤0.01%
35,537
+1,078
3366
$454K ﹤0.01%
9,660
+648
3367
$454K ﹤0.01%
36,012
+5,960
3368
$453K ﹤0.01%
11,482
-1,230
3369
$452K ﹤0.01%
482,500
-76,124
3370
$452K ﹤0.01%
6,452
-1,417
3371
$452K ﹤0.01%
11,432
+251
3372
$450K ﹤0.01%
8,522
-4,626
3373
$450K ﹤0.01%
28,922
+7,923
3374
$450K ﹤0.01%
179
+169
3375
$449K ﹤0.01%
5,847
-3,964
133 134
135
136 137