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
526
$40.2M 0.02%
1,447,122
+934,710
527
$40M 0.02%
1,233,295
+477,635
528
$39.9M 0.02%
1,876,495
-53,442
529
$39.8M 0.02%
940,962
-1,173,081
530
$39.8M 0.02%
589,022
-6,998
531
$39.8M 0.02%
1,024,430
-83,526
532
$39.8M 0.02%
815,634
+73,074
533
$39.8M 0.02%
505,318
-103,939
534
$39.5M 0.02%
3,172,266
-4,143,934
535
$39.5M 0.02%
345,937
+39,062
536
$39.4M 0.02%
842,196
-64,311
537
$39.2M 0.02%
1,219,820
+546,385
538
$39.2M 0.02%
913,038
-730,220
539
$39.1M 0.02%
2,792,123
-236,195
540
$39M 0.02%
529,428
-2,362
541
$38.7M 0.02%
1,424,508
-2,661
542
$38.6M 0.02%
655,455
+171,018
543
$38.6M 0.02%
435,990
+63,781
544
$38.3M 0.02%
403,105
+36,237
545
$38.2M 0.02%
1,364,155
-31,194
546
$38.2M 0.02%
236,189
+19,320
547
$38.1M 0.02%
438,570
-197,294
548
$38.1M 0.02%
302,289
+21,939
549
$37.8M 0.02%
630,311
+153,988
550
$37.8M 0.02%
1,277,404
-279,683
20 21
22
23 24