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
3426
$415K ﹤0.01%
6,813
+680
3427
$412K ﹤0.01%
17,031
-3,000
3428
$411K ﹤0.01%
5,492
-6,441
3429
$410K ﹤0.01%
9,670
+1,056
3430
$410K ﹤0.01%
30,640
+8,085
3431
$409K ﹤0.01%
6,693
-3,797
3432
$409K ﹤0.01%
3,088
-1,640
3433
$408K ﹤0.01%
30,573
+3,939
3434
$407K ﹤0.01%
14,773
-34,854
3435
$406K ﹤0.01%
32,767
+1,486
3436
$405K ﹤0.01%
34,573
-710
3437
$405K ﹤0.01%
16,270
-2,392
3438
$405K ﹤0.01%
27,345
-11,100
3439
$405K ﹤0.01%
18,024
-46,522
3440
$405K ﹤0.01%
5,274
+1,087
3441
$404K ﹤0.01%
14,150
-273
3442
$404K ﹤0.01%
26,703
+8,265
3443
$404K ﹤0.01%
7,367
-2,608
3444
$404K ﹤0.01%
7,619
-627
3445
$403K ﹤0.01%
39,727
+3,166
3446
$403K ﹤0.01%
48,678
+10,794
3447
$403K ﹤0.01%
113,235
-266
3448
$403K ﹤0.01%
16,402
+3,793
3449
$403K ﹤0.01%
70,805
+15,148
3450
$403K ﹤0.01%
12,629
-3,583
136 137
138
139 140