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
4326
$88K ﹤0.01%
2,067
4327
$88K ﹤0.01%
3,673
-3,479
4328
$88K ﹤0.01%
40,810
-65,535
4329
$88K ﹤0.01%
2,572
-56,514
4330
$88K ﹤0.01%
2,769
4331
$88K ﹤0.01%
6,944
-5,102
4332
$88K ﹤0.01%
2,265
+1,465
4333
$87K ﹤0.01%
6,716
-4,609
4334
$87K ﹤0.01%
3,500
-147
4335
$87K ﹤0.01%
2,509
+397
4336
$87K ﹤0.01%
6,041
-92,713
4337
$87K ﹤0.01%
2,422
+25
4338
$87K ﹤0.01%
1,180
+470
4339
$86K ﹤0.01%
1,825
+379
4340
$86K ﹤0.01%
2,263
-562
4341
$86K ﹤0.01%
23,485
+12,071
4342
$86K ﹤0.01%
4,970
-6,177
4343
$86K ﹤0.01%
20,868
-3,788
4344
$86K ﹤0.01%
7,255
+1,484
4345
$85K ﹤0.01%
558
+411
4346
$85K ﹤0.01%
3,859
+2,485
4347
$85K ﹤0.01%
2,030
-9,805
4348
$85K ﹤0.01%
+3,131
4349
$85K ﹤0.01%
3,510
+1,398
4350
$85K ﹤0.01%
105,249
+94,611
172 173
174
175 176