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
551
$37.8M 0.02%
310,866
+1,467
552
$37.8M 0.02%
2,010,047
-110,131
553
$37.6M 0.02%
419,293
+19,512
554
$37.5M 0.02%
418,059
+92,236
555
$37.4M 0.02%
886,864
+70,672
556
$37.4M 0.02%
836,936
+89,748
557
$37.3M 0.02%
755,452
+215,763
558
$37.2M 0.02%
1,111,335
-127,765
559
$37.2M 0.02%
2,471,850
+166,854
560
$37.1M 0.02%
1,050,100
-175,174
561
$36.7M 0.02%
620,317
+18,221
562
$36.6M 0.02%
721,536
+37,574
563
$36.4M 0.02%
2,176,365
+1,911,480
564
$36.4M 0.02%
398,077
+88,840
565
$36.4M 0.02%
547,571
-49,380
566
$36.2M 0.02%
671,454
+48,815
567
$36M 0.02%
1,148,413
+106,306
568
$36M 0.02%
606,241
-291,879
569
$35.8M 0.02%
2,112,334
-503,390
570
$35.8M 0.02%
291,412
+23,504
571
$35.8M 0.02%
806,912
-2,033
572
$35.7M 0.02%
997,223
-112,934
573
$35.6M 0.02%
1,920,822
+142,060
574
$35.6M 0.02%
1,332,849
+140,077
575
$35.4M 0.02%
333,703
+47,612
21 22
23
24 25