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
3801
$224K ﹤0.01%
7,727
-12,363
3802
$223K ﹤0.01%
10,225
-109,043
3803
$223K ﹤0.01%
9,368
+3,053
3804
$222K ﹤0.01%
11,629
-652
3805
$222K ﹤0.01%
9,243
-2,978
3806
$222K ﹤0.01%
1,140
-93
3807
$220K ﹤0.01%
3,336
+2,745
3808
$220K ﹤0.01%
6,632
-872
3809
$220K ﹤0.01%
9,677
+455
3810
$219K ﹤0.01%
8,336
+90
3811
$219K ﹤0.01%
14,729
-532
3812
$219K ﹤0.01%
22,748
+105
3813
$218K ﹤0.01%
+10,150
3814
$218K ﹤0.01%
8,032
-2,663
3815
$218K ﹤0.01%
11,385
+2,117
3816
$216K ﹤0.01%
10,316
+458
3817
$216K ﹤0.01%
5,853
-2,352
3818
$216K ﹤0.01%
5,752
-2,921
3819
$215K ﹤0.01%
1,303
-2,000
3820
$215K ﹤0.01%
4,759
+4,662
3821
$215K ﹤0.01%
19,322
-2,200
3822
$215K ﹤0.01%
2,382
-165
3823
$214K ﹤0.01%
17,910
-1,260
3824
$213K ﹤0.01%
331
+63
3825
$212K ﹤0.01%
13,867
-351
151 152
153
154 155