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
501
$42.6M 0.02%
1,980,293
-334,791
502
$42.6M 0.02%
1,312,244
-41,647
503
$42.6M 0.02%
254,521
-138,499
504
$42.5M 0.02%
1,799,402
-14,992
505
$42.1M 0.02%
660,793
-52,856
506
$42.1M 0.02%
772,854
+67,292
507
$42.1M 0.02%
519,058
+39,991
508
$42M 0.02%
675,050
-40,302
509
$41.9M 0.02%
1,143,242
+261,839
510
$41.8M 0.02%
684,096
+61,262
511
$41.6M 0.02%
835,741
+71,240
512
$41.5M 0.02%
1,793,907
-159,061
513
$41.5M 0.02%
312,104
+19,766
514
$41.4M 0.02%
719,251
-89,321
515
$41.4M 0.02%
1,503,088
-2,275,034
516
$41.4M 0.02%
748,475
-41,435
517
$41.4M 0.02%
640,968
+66,590
518
$41.3M 0.02%
1,410,023
-399,070
519
$41.1M 0.02%
2,717,962
-11,601
520
$40.9M 0.02%
675,360
-19,366
521
$40.7M 0.02%
1,557,377
+198,631
522
$40.7M 0.02%
740,545
-53,578
523
$40.5M 0.02%
545,459
-151,997
524
$40.4M 0.02%
193,640
+55,287
525
$40.3M 0.02%
894,396
-53,730
19 20
21
22 23