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
3651
$291K ﹤0.01%
17,076
+1,405
3652
$291K ﹤0.01%
4,640
+3,169
3653
$291K ﹤0.01%
11,587
-5,967
3654
$291K ﹤0.01%
19,674
-733,762
3655
$290K ﹤0.01%
29,475
+27,075
3656
$289K ﹤0.01%
6,457
+4,088
3657
$287K ﹤0.01%
17,972
+17,608
3658
$286K ﹤0.01%
11,605
-1,449
3659
$285K ﹤0.01%
+3,606
3660
$285K ﹤0.01%
6,771
-3,835
3661
$284K ﹤0.01%
1,249
-148
3662
$283K ﹤0.01%
19,411
+11,444
3663
$283K ﹤0.01%
47,861
+47,856
3664
$282K ﹤0.01%
9,823
+4,744
3665
$282K ﹤0.01%
11,519
-502
3666
$282K ﹤0.01%
5,259
-16,039
3667
$281K ﹤0.01%
+11,421
3668
$280K ﹤0.01%
13,049
+819
3669
$280K ﹤0.01%
13,368
+1,431
3670
$280K ﹤0.01%
36,360
+4,228
3671
$279K ﹤0.01%
7,849
+4,781
3672
$279K ﹤0.01%
10,134
+4,494
3673
$278K ﹤0.01%
14,879
+13,579
3674
$278K ﹤0.01%
13,429
+4,056
3675
$278K ﹤0.01%
9,608
-26,867
145 146
147
148 149