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
351
$71.5M 0.04%
1,314,880
-137,803
352
$71.1M 0.04%
1,734,775
+240,208
353
$71M 0.04%
859,234
+63,554
354
$71M 0.04%
1,323,093
-2,455,463
355
$71M 0.04%
1,989,714
-13,652
356
$70.4M 0.04%
1,015,591
-10,809
357
$70.4M 0.04%
1,170,970
+44,925
358
$69.9M 0.04%
488,815
-50,722
359
$69.9M 0.04%
360,853
-59,549
360
$69.6M 0.04%
571,694
+170,516
361
$69.4M 0.04%
781,029
+68,505
362
$69.2M 0.04%
691,013
-9,940
363
$69M 0.04%
1,542,272
+683,642
364
$69M 0.04%
9,215,760
+374,235
365
$68.5M 0.04%
1,044,405
+141,586
366
$68.4M 0.04%
3,480,801
+531,387
367
$68M 0.04%
1,401,709
-365,780
368
$67.6M 0.04%
1,133,511
+138,335
369
$67.5M 0.04%
2,307,749
+1,162,964
370
$67.4M 0.03%
798,574
-234,225
371
$66.9M 0.03%
2,012,454
+131,020
372
$66.8M 0.03%
1,185,314
+42,578
373
$66.2M 0.03%
657,054
-418,916
374
$65.9M 0.03%
2,652,315
-117,961
375
$65.8M 0.03%
1,411,231
+517,417
13 14
15
16 17