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
4101
$131K ﹤0.01%
42,523
+16,337
4102
$131K ﹤0.01%
17,648
+1,148
4103
$130K ﹤0.01%
4,139
+3,550
4104
$130K ﹤0.01%
1,909
+10
4105
$130K ﹤0.01%
4,836
+1,121
4106
$130K ﹤0.01%
10,020
+4,935
4107
$129K ﹤0.01%
3,220
+1,216
4108
$129K ﹤0.01%
25,114
+14,699
4109
$129K ﹤0.01%
845
-126
4110
$128K ﹤0.01%
4,238
+92
4111
$128K ﹤0.01%
10,371
-510
4112
$128K ﹤0.01%
5,510
-2,630
4113
$128K ﹤0.01%
7,258
-59,725
4114
$128K ﹤0.01%
3,879
+456
4115
$128K ﹤0.01%
4,049
+1,959
4116
$127K ﹤0.01%
3,541
-11,287
4117
$127K ﹤0.01%
4,168
-10,499
4118
$126K ﹤0.01%
+5,168
4119
$125K ﹤0.01%
8,586
+3,788
4120
$125K ﹤0.01%
1,071
+931
4121
$124K ﹤0.01%
3,319
+3,059
4122
$124K ﹤0.01%
15,500
-1,256
4123
$124K ﹤0.01%
6,272
+5,222
4124
$124K ﹤0.01%
15,231
+8,631
4125
$124K ﹤0.01%
3,374
+2,095
163 164
165
166 167