UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
26
$895M 0.46%
11,129,078
+475,396
27
$883M 0.46%
5,767,294
-638,143
28
$880M 0.46%
6,794,764
-557,585
29
$878M 0.45%
21,239,242
+2,390,411
30
$861M 0.45%
8,252,139
+36,063
31
$854M 0.44%
9,799,414
-259,359
32
$851M 0.44%
18,740,360
+4,466,340
33
$836M 0.43%
11,278,039
+509,445
34
$809M 0.42%
5,675,467
+300,990
35
$801M 0.41%
6,767,354
+5,334,149
36
$801M 0.41%
5,683,427
-1,497,284
37
$793M 0.41%
4,895,371
+232,103
38
$788M 0.41%
6,618,490
+38,631
39
$770M 0.4%
1,823,598
+127,258
40
$761M 0.39%
15,714,420
-1,386,780
41
$758M 0.39%
24,212,599
+1,299,529
42
$755M 0.39%
6,893,077
+175,697
43
$749M 0.39%
14,885,788
+4,624,143
44
$746M 0.39%
6,029,561
+397,791
45
$736M 0.38%
29,144,355
+16,568,278
46
$722M 0.37%
5,988,412
-138,836
47
$713M 0.37%
7,599,558
+397,695
48
$700M 0.36%
19,882,976
+1,278,373
49
$697M 0.36%
11,953,761
-14,865
50
$683M 0.35%
21,426,498
+539,323
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