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
3451
$402K ﹤0.01%
28,629
-16,053
3452
$402K ﹤0.01%
14,651
-5,604
3453
$402K ﹤0.01%
17,693
-62
3454
$401K ﹤0.01%
13,154
-11,751
3455
$401K ﹤0.01%
12,386
-6,597
3456
$400K ﹤0.01%
49,985
+691
3457
$399K ﹤0.01%
6,375
-9,134
3458
$398K ﹤0.01%
5,982
-689
3459
$398K ﹤0.01%
69,856
+5,695
3460
$397K ﹤0.01%
13,310
-1,500
3461
$396K ﹤0.01%
10,541
+10,202
3462
$396K ﹤0.01%
14,588
-6,207
3463
$394K ﹤0.01%
45,955
-13,944
3464
$394K ﹤0.01%
202,461
-1,817,054
3465
$392K ﹤0.01%
7,276
-650
3466
$392K ﹤0.01%
14,967
+5,153
3467
$391K ﹤0.01%
85,108
-14,309
3468
$390K ﹤0.01%
9,430
-553
3469
$390K ﹤0.01%
45,543
+31,365
3470
$389K ﹤0.01%
3,321
-14,332
3471
$389K ﹤0.01%
13,615
+2,728
3472
$389K ﹤0.01%
21,285
+730
3473
$388K ﹤0.01%
17,870
+4,503
3474
$388K ﹤0.01%
160,184
-1,508,311
3475
$388K ﹤0.01%
491,918
-21,417
137 138
139
140 141