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
376
$65.7M 0.03%
4,012,321
-48,566
377
$65.7M 0.03%
258
-4
378
$65.6M 0.03%
5,584,863
+265,761
379
$65.5M 0.03%
2,372,335
-3,232,454
380
$65.5M 0.03%
630,450
+27,765
381
$64.5M 0.03%
385,887
-56,902
382
$64.2M 0.03%
431,320
+81,788
383
$64M 0.03%
4,538,948
+100,007
384
$64M 0.03%
2,103,908
+35,596
385
$63.9M 0.03%
652,044
+14,061
386
$63.5M 0.03%
587,505
+175,777
387
$63.4M 0.03%
723,064
+234,961
388
$63.3M 0.03%
512,274
-3,887
389
$63.1M 0.03%
713,261
+89,547
390
$63M 0.03%
2,639,576
+233,741
391
$63M 0.03%
2,202,601
-162,573
392
$62.8M 0.03%
571,432
-19,586
393
$62.6M 0.03%
1,041,372
+167,769
394
$62.2M 0.03%
2,787,738
-171,324
395
$61.4M 0.03%
460,941
-22,391
396
$61.1M 0.03%
912,288
+49,263
397
$61M 0.03%
1,300,675
+432,700
398
$60.5M 0.03%
2,616,003
-90,894
399
$60.3M 0.03%
1,233,545
+9,355
400
$60.3M 0.03%
861,864
-215,830
14 15
16
17 18