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
601
$32.7M 0.02%
325,643
+30,134
602
$32.5M 0.02%
1,734,670
+737,259
603
$32.5M 0.02%
687,327
-187,537
604
$32.5M 0.02%
2,416,106
+75,662
605
$32.5M 0.02%
293,555
+34,885
606
$32.4M 0.02%
240,148
-4,866
607
$32.4M 0.02%
1,387,402
+539,136
608
$32.3M 0.02%
705,170
-128,825
609
$32.3M 0.02%
2,305,545
+129,453
610
$32.1M 0.02%
728,858
+140,065
611
$32.1M 0.02%
2,018,186
+83,110
612
$32.1M 0.02%
637,975
+15,636
613
$31.9M 0.02%
173,980
+18,186
614
$31.9M 0.02%
287,005
+17,731
615
$31.9M 0.02%
402,694
+6,646
616
$31.7M 0.02%
3,771,996
+213,767
617
$31.5M 0.02%
244,581
+81,580
618
$31.5M 0.02%
1,110,846
-32,192
619
$31.4M 0.02%
378,911
+20,585
620
$31.2M 0.02%
1,036,455
+106,773
621
$31.1M 0.02%
1,192,275
+144,668
622
$31.1M 0.02%
715,333
+100,732
623
$31M 0.02%
1,012,235
-7,664
624
$31M 0.02%
407,828
+126,691
625
$31M 0.02%
1,208,484
+956,666
23 24
25
26 27