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
3926
$176K ﹤0.01%
14,224
+14,124
3927
$176K ﹤0.01%
12,326
+90
3928
$175K ﹤0.01%
5,000
-881
3929
$175K ﹤0.01%
11,779
+2,710
3930
$175K ﹤0.01%
4,104
+3,300
3931
$175K ﹤0.01%
9,482
+424
3932
$175K ﹤0.01%
3,715
-416
3933
$174K ﹤0.01%
10,271
-5,272
3934
$173K ﹤0.01%
40,517
+6,173
3935
$173K ﹤0.01%
18,840
+2,478
3936
$172K ﹤0.01%
6,407
+1,700
3937
$172K ﹤0.01%
33,490
-4,068
3938
$172K ﹤0.01%
18,114
+11,565
3939
$172K ﹤0.01%
10,394
+2,719
3940
$172K ﹤0.01%
10,415
-154
3941
$171K ﹤0.01%
11,837
+9,107
3942
$171K ﹤0.01%
7,260
-1,438
3943
$170K ﹤0.01%
+4,136
3944
$169K ﹤0.01%
28,160
+14,509
3945
$169K ﹤0.01%
4,860
+339
3946
$168K ﹤0.01%
7,270
-382
3947
$168K ﹤0.01%
100,800
-30,720
3948
$168K ﹤0.01%
10,104
+5,003
3949
$168K ﹤0.01%
124,530
+117,910
3950
$167K ﹤0.01%
1,746
-19,318
156 157
158
159 160