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
6401
$2K ﹤0.01%
100
+78
6402
$2K ﹤0.01%
106
6403
$2K ﹤0.01%
486
-406
6404
$2K ﹤0.01%
+180
6405
$2K ﹤0.01%
1,000
-424
6406
$2K ﹤0.01%
+185
6407
$2K ﹤0.01%
4,600
6408
$2K ﹤0.01%
2,513
-4,414
6409
$2K ﹤0.01%
100
-304
6410
$2K ﹤0.01%
29,541
+8,765
6411
$2K ﹤0.01%
+1,859
6412
$2K ﹤0.01%
4
6413
$2K ﹤0.01%
+26,557
6414
$2K ﹤0.01%
99
-1,282
6415
$2K ﹤0.01%
33
-99
6416
$2K ﹤0.01%
590
+290
6417
$2K ﹤0.01%
3,006
+2,413
6418
$2K ﹤0.01%
687
-5,402
6419
$2K ﹤0.01%
2
+1
6420
$2K ﹤0.01%
71
-421
6421
$2K ﹤0.01%
578
-3,822
6422
$2K ﹤0.01%
33,000
+30,845
6423
$2K ﹤0.01%
3,870
+2,615
6424
$2K ﹤0.01%
100
6425
$2K ﹤0.01%
970
+917
255 256
257
258 259