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
4676
$51K ﹤0.01%
4,628
+4,470
4677
$51K ﹤0.01%
326
4678
$50K ﹤0.01%
1,614
-1,263
4679
$50K ﹤0.01%
16,323
-801
4680
$50K ﹤0.01%
1,853
-325
4681
$50K ﹤0.01%
2,264
+899
4682
$50K ﹤0.01%
16,910
+13,992
4683
$50K ﹤0.01%
10,513
-532
4684
$50K ﹤0.01%
5,110
-312
4685
$50K ﹤0.01%
958
+600
4686
$50K ﹤0.01%
1,979
+914
4687
$50K ﹤0.01%
764
+437
4688
$50K ﹤0.01%
1,972
+142
4689
$50K ﹤0.01%
1,587
+804
4690
$50K ﹤0.01%
5,882
-2,116
4691
$50K ﹤0.01%
1,535
+1,450
4692
$50K ﹤0.01%
3,081
+715
4693
$50K ﹤0.01%
2,145
+1,774
4694
$50K ﹤0.01%
3,143
-360
4695
$49K ﹤0.01%
+1,800
4696
$49K ﹤0.01%
2,899
-311
4697
$49K ﹤0.01%
10,413
+966
4698
$49K ﹤0.01%
1,421
-100
4699
$49K ﹤0.01%
6,219
+3,827
4700
$49K ﹤0.01%
+2,680
186 187
188
189 190