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
651
$29.2M 0.02%
593,010
-45,010
652
$29.1M 0.02%
1,100,060
-2,856,236
653
$29M 0.02%
1,421,785
+10,294
654
$28.9M 0.02%
1,292,205
-448,804
655
$28.9M 0.02%
3,742,297
-43,501
656
$28.9M 0.01%
362,677
+53,261
657
$28.8M 0.01%
325,844
+278,072
658
$28.8M 0.01%
414,062
+71,675
659
$28.6M 0.01%
899,437
+102,635
660
$28.4M 0.01%
5,607,219
-442,930
661
$28.4M 0.01%
697,807
-707,034
662
$28.4M 0.01%
1,142,260
+221,234
663
$28.4M 0.01%
1,587,580
+281,653
664
$28.3M 0.01%
844,452
-38,789
665
$28.3M 0.01%
545,935
+47,374
666
$28.3M 0.01%
635,950
+115,694
667
$28.2M 0.01%
639,902
+22,335
668
$28M 0.01%
3,527,061
+272,140
669
$28M 0.01%
1,366,901
-43,775
670
$27.6M 0.01%
163,511
+40,478
671
$27.5M 0.01%
1,185,757
+70,883
672
$27.4M 0.01%
345,618
-99,648
673
$27.4M 0.01%
627,999
+11,418
674
$27.3M 0.01%
552,970
+86,557
675
$27.1M 0.01%
1,262,758
+127,854
25 26
27
28 29