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
3401
$431K ﹤0.01%
8,281
+2,156
3402
$431K ﹤0.01%
5,281
-528
3403
$428K ﹤0.01%
6,396
-1,519
3404
$428K ﹤0.01%
7,317
+3,567
3405
$428K ﹤0.01%
29,011
+26,558
3406
$428K ﹤0.01%
14,322
-563
3407
$426K ﹤0.01%
32,015
-55,856
3408
$425K ﹤0.01%
5,570
-16,878
3409
$424K ﹤0.01%
20,046
-165,012
3410
$424K ﹤0.01%
12,210
-1,105
3411
$424K ﹤0.01%
22,403
-3,382
3412
$423K ﹤0.01%
15,182
-13,561
3413
$423K ﹤0.01%
55,564
+53,962
3414
$423K ﹤0.01%
30,520
+18,966
3415
$422K ﹤0.01%
28,104
+2,954
3416
$421K ﹤0.01%
9,880
+9,545
3417
$420K ﹤0.01%
12,219
+7,369
3418
$420K ﹤0.01%
23,289
+9,101
3419
$418K ﹤0.01%
7,909
-2,438
3420
$418K ﹤0.01%
25,012
+21,890
3421
$417K ﹤0.01%
84,685
+13,364
3422
$416K ﹤0.01%
10,033
-44,104
3423
$416K ﹤0.01%
19,077
-2,270
3424
$415K ﹤0.01%
30,306
-995
3425
$415K ﹤0.01%
33,597
+706
135 136
137
138 139