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
3476
$386K ﹤0.01%
5,295
-22,303
3477
$386K ﹤0.01%
10,372
-1,644
3478
$386K ﹤0.01%
17,900
+1,000
3479
$386K ﹤0.01%
5,891
+714
3480
$385K ﹤0.01%
34,366
+6,043
3481
$385K ﹤0.01%
50,658
+42,066
3482
$385K ﹤0.01%
9,768
-3,417
3483
$384K ﹤0.01%
14,029
-788
3484
$383K ﹤0.01%
11,996
+8,188
3485
$383K ﹤0.01%
104,473
-11,906
3486
$381K ﹤0.01%
56,155
+44,771
3487
$380K ﹤0.01%
67,444
+49,226
3488
$380K ﹤0.01%
6,199
+118
3489
$380K ﹤0.01%
9,422
+169
3490
$380K ﹤0.01%
1,279
+1,259
3491
$380K ﹤0.01%
6,518
-18,135
3492
$380K ﹤0.01%
6,969
-11,296
3493
$378K ﹤0.01%
29,527
+5,087
3494
$378K ﹤0.01%
62,296
+10,893
3495
$377K ﹤0.01%
37,784
-1,649
3496
$376K ﹤0.01%
17,255
+9,524
3497
$375K ﹤0.01%
+1,790
3498
$375K ﹤0.01%
22,181
+1,060
3499
$374K ﹤0.01%
14,367
+13,617
3500
$374K ﹤0.01%
7,222
-24,463
138 139
140
141 142