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
3376
$449K ﹤0.01%
2,944
+1,660
3377
$448K ﹤0.01%
22,931
-1,900
3378
$447K ﹤0.01%
52,934
+42,280
3379
$447K ﹤0.01%
36,802
+4,400
3380
$447K ﹤0.01%
41,933
-1,491
3381
$446K ﹤0.01%
17,566
+3,038
3382
$445K ﹤0.01%
35,092
-3,851
3383
$444K ﹤0.01%
5,505
-5,912
3384
$444K ﹤0.01%
17,776
+15,786
3385
$443K ﹤0.01%
28,943
-3,976
3386
$442K ﹤0.01%
33,919
+33,056
3387
$442K ﹤0.01%
3,938
-1,484
3388
$442K ﹤0.01%
25,341
-26,708
3389
$441K ﹤0.01%
33,056
-14,492
3390
$437K ﹤0.01%
14,166
+616
3391
$436K ﹤0.01%
15,247
-62,475
3392
$436K ﹤0.01%
28,613
-5,880
3393
$436K ﹤0.01%
21,647
-5,493
3394
$435K ﹤0.01%
39,410
-223
3395
$435K ﹤0.01%
13,247
-293
3396
$435K ﹤0.01%
23,527
+12,552
3397
$433K ﹤0.01%
10,086
-1,814
3398
$431K ﹤0.01%
19,982
-36,203
3399
$431K ﹤0.01%
30,450
+5,428
3400
$431K ﹤0.01%
25,114
-9,500
134 135
136
137 138