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
6701
– –
-48
6702
– –
-1,433
6703
$0 ﹤0.01%
1
6704
– –
-187
6705
– –
-1,187
6706
$0 ﹤0.01%
1
-158
6707
– –
-33
6708
– –
-969
6709
– –
-56
6710
– –
0
6711
– –
-1,359
6712
$0 ﹤0.01%
+20
6713
– –
-61
6714
– –
-131
6715
– –
0
6716
– –
-1,110
6717
– –
-9,340
6718
$0 ﹤0.01%
53
-1
6719
– –
-1,014
6720
$0 ﹤0.01%
1
-244
6721
– –
-1,832
6722
– –
-19
6723
$0 ﹤0.01%
133
-364
6724
$0 ﹤0.01%
100
6725
– –
-4,297
267 268
269
270 271