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
401
$59.9M 0.03%
233,472
+41,852
402
$59.8M 0.03%
3,840,109
+395,120
403
$59.2M 0.03%
420,872
-26,607
404
$59.1M 0.03%
945,204
+40,362
405
$59M 0.03%
1,007,287
+104,784
406
$58.6M 0.03%
1,157,782
-133,200
407
$58.5M 0.03%
906,828
-243,867
408
$58.1M 0.03%
5,699,697
+105,429
409
$58.1M 0.03%
939,744
-5,456,890
410
$58M 0.03%
744,886
+264,663
411
$57.8M 0.03%
1,154,076
+38,435
412
$56.5M 0.03%
833,619
+677,458
413
$56.3M 0.03%
1,328,328
-64,669
414
$56.1M 0.03%
1,419,400
+15,330
415
$55.7M 0.03%
1,126,316
+19,868
416
$55.5M 0.03%
1,258,594
+837,509
417
$55M 0.03%
885,804
+106,763
418
$55M 0.03%
1,045,507
+181,892
419
$55M 0.03%
1,015,383
-58,993
420
$54.8M 0.03%
1,390,445
+454,737
421
$54.5M 0.03%
1,099,353
+95,120
422
$54.4M 0.03%
698,220
+165,712
423
$54.2M 0.03%
1,020,157
+63,100
424
$54M 0.03%
1,619,046
+526,163
425
$53.8M 0.03%
1,791,878
-319,392
15 16
17
18 19