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
3976
$160K ﹤0.01%
1,992
-1,277
3977
$160K ﹤0.01%
6,052
+3,055
3978
$159K ﹤0.01%
+9,904
3979
$159K ﹤0.01%
13,866
+8,838
3980
$159K ﹤0.01%
12,885
+3,690
3981
$159K ﹤0.01%
4,837
+1,454
3982
$159K ﹤0.01%
31,400
-1,520
3983
$159K ﹤0.01%
3,075
+339
3984
$158K ﹤0.01%
56,060
-15
3985
$158K ﹤0.01%
6,555
+3,210
3986
$158K ﹤0.01%
8,051
-74,533
3987
$158K ﹤0.01%
1,763
+452
3988
$158K ﹤0.01%
850
+553
3989
$158K ﹤0.01%
19,530
+4,003
3990
$158K ﹤0.01%
1,438
+420
3991
$157K ﹤0.01%
3,775
+1,502
3992
$157K ﹤0.01%
16,037
-3,753
3993
$157K ﹤0.01%
9,304
+1,152
3994
$157K ﹤0.01%
16,374
+10,736
3995
$157K ﹤0.01%
9,893
-1,171
3996
$156K ﹤0.01%
8,221
-23,212
3997
$156K ﹤0.01%
2,868
+347
3998
$156K ﹤0.01%
2,228
+329
3999
$155K ﹤0.01%
29,568
+1,859
4000
$155K ﹤0.01%
10,208
-38,960
158 159
160
161 162