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
576
$34.9M 0.02%
575,243
+103,984
577
$34.8M 0.02%
332,651
+18,618
578
$34.7M 0.02%
9,529,627
-2,953
579
$34.4M 0.02%
1,233,818
-748,852
580
$34.2M 0.02%
476,809
+95,204
581
$34.2M 0.02%
323,608
-288,441
582
$34.2M 0.02%
316,416
-13,521
583
$34.2M 0.02%
1,562,042
-32,843
584
$34.1M 0.02%
1,559,162
-2,581
585
$34.1M 0.02%
405,558
+40,627
586
$34M 0.02%
1,017,258
+80,580
587
$33.9M 0.02%
+3,128,785
588
$33.9M 0.02%
2,236,970
+38,370
589
$33.7M 0.02%
106,495
+41,635
590
$33.6M 0.02%
3,593,888
-608,592
591
$33.6M 0.02%
334,848
-444,241
592
$33.5M 0.02%
1,680,093
+36,728
593
$33.3M 0.02%
596,106
+83,042
594
$33.2M 0.02%
1,639,089
+338,891
595
$33.1M 0.02%
303,216
-6,943
596
$33M 0.02%
726,676
-39,584
597
$33M 0.02%
1,393,930
-41,685
598
$32.8M 0.02%
76,485
+5,548
599
$32.8M 0.02%
1,335,369
+22,286
600
$32.7M 0.02%
499,628
+41,945
22 23
24
25 26