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
4276
$96K ﹤0.01%
3,417
+1,361
4277
$96K ﹤0.01%
2,425
+2,225
4278
$95K ﹤0.01%
8,181
-5,307
4279
$95K ﹤0.01%
1,615
+658
4280
$95K ﹤0.01%
10,108
-42,700
4281
$95K ﹤0.01%
9,012
+3,504
4282
$95K ﹤0.01%
5,877
+2,803
4283
$95K ﹤0.01%
9,477
+588
4284
$95K ﹤0.01%
1,500
+100
4285
$95K ﹤0.01%
58,452
+11,453
4286
$95K ﹤0.01%
4,731
-12,386
4287
$95K ﹤0.01%
1,766
+1,372
4288
$94K ﹤0.01%
3,009
-222
4289
$94K ﹤0.01%
3,177
4290
$94K ﹤0.01%
845
-14,872
4291
$93K ﹤0.01%
20,122
+7,655
4292
– –
0
4293
$93K ﹤0.01%
25,291
+2,796
4294
$93K ﹤0.01%
2
4295
$93K ﹤0.01%
2,991
+2,058
4296
$92K ﹤0.01%
3,260
+745
4297
$92K ﹤0.01%
3,508
-4,250
4298
$92K ﹤0.01%
3,042
+532
4299
$92K ﹤0.01%
2,556
+34
4300
$92K ﹤0.01%
3,670
+3,650
170 171
172
173 174