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
3876
$193K ﹤0.01%
3,315
+1,345
3877
$193K ﹤0.01%
30,076
-1,950
3878
$193K ﹤0.01%
3,857
-1,607
3879
$192K ﹤0.01%
2,708
+2,314
3880
$192K ﹤0.01%
53,054
+1,054
3881
$192K ﹤0.01%
2,992
-435
3882
$192K ﹤0.01%
2,678
-770
3883
$192K ﹤0.01%
12,903
+1,987
3884
$192K ﹤0.01%
6,418
+4,717
3885
$191K ﹤0.01%
5,526
-5,442
3886
$190K ﹤0.01%
24,852
+24,731
3887
$189K ﹤0.01%
52,147
-173,525
3888
$189K ﹤0.01%
10,834
-166
3889
$187K ﹤0.01%
3,812
-1,290
3890
$187K ﹤0.01%
48,126
+9,049
3891
$187K ﹤0.01%
7,039
+1,923
3892
$186K ﹤0.01%
175
-20
3893
$186K ﹤0.01%
9,836
+2,541
3894
$186K ﹤0.01%
18,499
+3,893
3895
$185K ﹤0.01%
12,057
-2,476
3896
$185K ﹤0.01%
43
+3
3897
$185K ﹤0.01%
6,577
-12,696
3898
$185K ﹤0.01%
4,639
+1,997
3899
$184K ﹤0.01%
3,911
+3,257
3900
$184K ﹤0.01%
13,175
+179
154 155
156
157 158