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
3601
$319K ﹤0.01%
9,227
-16,559
3602
$319K ﹤0.01%
+17,244
3603
$317K ﹤0.01%
14,277
-139,824
3604
$317K ﹤0.01%
21,275
+1,500
3605
$316K ﹤0.01%
5,506
-1,945
3606
$316K ﹤0.01%
7,336
-12,800
3607
$315K ﹤0.01%
8,706
+961
3608
$313K ﹤0.01%
30,524
-52,546
3609
$311K ﹤0.01%
17,864
-443
3610
$311K ﹤0.01%
31,512
-36,194
3611
$311K ﹤0.01%
47,139
+46,089
3612
$310K ﹤0.01%
12,237
+1,534
3613
$309K ﹤0.01%
19,879
+114
3614
$309K ﹤0.01%
36,969
+36,919
3615
$307K ﹤0.01%
2,477
+661
3616
$307K ﹤0.01%
5,122
-1,269
3617
$307K ﹤0.01%
9,881
+1,973
3618
$307K ﹤0.01%
4,104
-5,608
3619
$307K ﹤0.01%
2,928
+66
3620
$307K ﹤0.01%
12,600
-47,057
3621
$307K ﹤0.01%
8,400
-2,849
3622
$306K ﹤0.01%
16,767
-2,313
3623
$305K ﹤0.01%
73,600
-8,333
3624
$304K ﹤0.01%
11,583
+1,105
3625
$304K ﹤0.01%
5,598
-59,007
143 144
145
146 147