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
3501
$373K ﹤0.01%
12,015
+2,658
3502
$372K ﹤0.01%
21,562
-2,007
3503
$371K ﹤0.01%
6,390
+959
3504
$371K ﹤0.01%
28,573
+25,573
3505
$370K ﹤0.01%
15,045
-45,804
3506
$370K ﹤0.01%
169,104
+1,743
3507
$370K ﹤0.01%
31,681
-4,596
3508
$369K ﹤0.01%
16,853
-56
3509
$368K ﹤0.01%
6,504
+1,559
3510
$368K ﹤0.01%
32,551
-70,905
3511
$368K ﹤0.01%
19,022
+1,372
3512
$368K ﹤0.01%
31,573
-4,794
3513
$367K ﹤0.01%
11,360
+1,935
3514
$367K ﹤0.01%
14,938
+1,883
3515
$366K ﹤0.01%
+18,738
3516
$365K ﹤0.01%
34,382
+12,505
3517
$365K ﹤0.01%
12,982
+11,209
3518
$365K ﹤0.01%
13,054
+4,054
3519
$364K ﹤0.01%
28,708
+2,147
3520
$363K ﹤0.01%
26,414
+11,202
3521
$361K ﹤0.01%
2,522
+495
3522
$361K ﹤0.01%
23,132
+20,969
3523
$361K ﹤0.01%
20,682
-203
3524
$361K ﹤0.01%
37,380
+34,088
3525
$360K ﹤0.01%
9,901
+9,288
139 140
141
142 143