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
326
$78.2M 0.04%
605,567
-75,624
327
$78M 0.04%
1,501,279
+350,701
328
$77.7M 0.04%
286,317
+111,258
329
$76.9M 0.04%
1,802,804
-107,039
330
$76.8M 0.04%
2,263,187
+132,129
331
$76.7M 0.04%
1,603,585
+798,993
332
$76.7M 0.04%
480,817
+57,536
333
$76.7M 0.04%
983,172
-3,002
334
$76.5M 0.04%
2,137,916
+1,291,559
335
$76.2M 0.04%
226,090
+12,150
336
$76M 0.04%
5,815,244
+1,997,419
337
$75.8M 0.04%
3,146,295
+2,067,180
338
$75.4M 0.04%
400,566
+18,610
339
$74.9M 0.04%
819,788
+3,007
340
$73.8M 0.04%
2,312,335
+2,231,239
341
$73.7M 0.04%
891,024
+81,129
342
$73.5M 0.04%
510,664
+24,982
343
$73.4M 0.04%
4,076,188
-362,537
344
$73.4M 0.04%
1,011,588
+209,364
345
$73.3M 0.04%
1,607,570
+169,915
346
$73.1M 0.04%
1,083,380
-187,621
347
$73.1M 0.04%
9,146,214
+1,989,854
348
$72.6M 0.04%
989,463
+59,959
349
$71.9M 0.04%
749,753
+98,150
350
$71.7M 0.04%
1,031,926
+87,510
12 13
14
15 16