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
3576
$330K ﹤0.01%
11,740
-689
3577
$330K ﹤0.01%
24,813
+2,834
3578
$329K ﹤0.01%
10,973
-423
3579
$329K ﹤0.01%
23,567
-112,798
3580
$329K ﹤0.01%
44,531
+10,550
3581
$328K ﹤0.01%
19,143
-3,913
3582
$328K ﹤0.01%
+45,536
3583
$328K ﹤0.01%
39,362
+8,360
3584
$327K ﹤0.01%
13,327
+2,215
3585
$326K ﹤0.01%
12,404
+994
3586
$324K ﹤0.01%
29,593
+4,783
3587
$324K ﹤0.01%
23,751
+11,651
3588
$323K ﹤0.01%
20,513
-26,459
3589
$323K ﹤0.01%
538
-215
3590
$323K ﹤0.01%
15,955
-8,875
3591
$323K ﹤0.01%
13,193
-410
3592
$322K ﹤0.01%
+7,566
3593
$322K ﹤0.01%
10,454
-769
3594
$322K ﹤0.01%
21,100
+10,472
3595
$322K ﹤0.01%
7,184
-16,418
3596
$321K ﹤0.01%
22,673
-152,093
3597
$321K ﹤0.01%
13,470
-1,780
3598
$320K ﹤0.01%
15,085
-92,408
3599
$320K ﹤0.01%
84,268
+62,884
3600
$320K ﹤0.01%
32,949
+13,554
142 143
144
145 146