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
3526
$360K ﹤0.01%
12,344
+11,677
3527
$360K ﹤0.01%
34,389
-2,593
3528
$359K ﹤0.01%
11,665
+165
3529
$357K ﹤0.01%
10,486
-685
3530
$357K ﹤0.01%
17,629
+14,954
3531
$357K ﹤0.01%
9,883
-44,459
3532
$357K ﹤0.01%
30,994
+1,329
3533
$356K ﹤0.01%
8,346
-22,931
3534
$356K ﹤0.01%
20,668
+7,957
3535
$356K ﹤0.01%
15,795
-79,602
3536
$354K ﹤0.01%
10,859
+5,672
3537
$354K ﹤0.01%
+39,825
3538
$354K ﹤0.01%
29,490
-25,892
3539
$353K ﹤0.01%
63,479
-8,562
3540
$353K ﹤0.01%
26,733
-124
3541
$353K ﹤0.01%
7,289
-1,083
3542
$352K ﹤0.01%
27,485
+3,979
3543
$351K ﹤0.01%
6,867
-157
3544
$349K ﹤0.01%
16,027
-4,225
3545
$349K ﹤0.01%
12,687
+2,903
3546
$348K ﹤0.01%
15,862
-1,168
3547
$348K ﹤0.01%
10,357
-1,175
3548
$346K ﹤0.01%
5,651
-16,766
3549
$345K ﹤0.01%
2,548
+117
3550
$345K ﹤0.01%
17,261
-30,544
140 141
142
143 144