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
426
$53.8M 0.03%
3,148,864
+143,143
427
$53.7M 0.03%
1,122,325
+56,546
428
$53.6M 0.03%
1,998,894
+11,634
429
$53.5M 0.03%
718,861
+13,427
430
$53.2M 0.03%
2,446,784
-590,385
431
$53.2M 0.03%
876,360
+22,427
432
$53M 0.03%
848,756
-93,400
433
$52.3M 0.03%
1,090,810
-72,860
434
$51.8M 0.03%
1,288,803
-21,794
435
$51.7M 0.03%
1,463,065
+1,354,760
436
$51.3M 0.03%
2,091,004
-320,145
437
$51.3M 0.03%
931,067
-65,624
438
$50.9M 0.03%
366,549
+50,631
439
$50.6M 0.03%
1,855,660
-1,583,061
440
$50.6M 0.03%
540,444
+322,871
441
$50.6M 0.03%
1,798,043
-279,153
442
$50.5M 0.03%
1,807,048
+140,548
443
$49.9M 0.03%
911,884
+183,120
444
$49.1M 0.03%
1,920,584
+112,753
445
$48.8M 0.03%
3,068,547
+23,364
446
$48.8M 0.03%
313,632
-24,801
447
$48.7M 0.03%
202,578
-6,471
448
$48.7M 0.03%
400,604
+342,732
449
$48.7M 0.03%
1,017,160
-39,894
450
$48.5M 0.03%
851,985
-44,912
16 17
18
19 20