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
6376
$2K ﹤0.01%
1,885
-4,647
6377
$2K ﹤0.01%
+1,342
6378
$2K ﹤0.01%
645
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6379
$2K ﹤0.01%
249
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6380
$2K ﹤0.01%
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6381
– –
0
6382
$2K ﹤0.01%
10
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6383
$2K ﹤0.01%
250
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6384
$2K ﹤0.01%
7
6385
$2K ﹤0.01%
3
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$2K ﹤0.01%
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$2K ﹤0.01%
3,260
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6388
$2K ﹤0.01%
104
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6389
$2K ﹤0.01%
1,040
-1,119
6390
$2K ﹤0.01%
648
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6391
$2K ﹤0.01%
2,044
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6392
$2K ﹤0.01%
100
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6393
$2K ﹤0.01%
387
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6394
$2K ﹤0.01%
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6395
$2K ﹤0.01%
72
6396
$2K ﹤0.01%
35
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6397
$2K ﹤0.01%
254
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6398
$2K ﹤0.01%
104,259
+12,254
6399
$2K ﹤0.01%
+66
6400
$2K ﹤0.01%
7,434
+2,386
254 255
256
257 258