UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$679M 0.35%
17,442,183
+1,272,894
52
$649M 0.34%
22,767,721
-763,461
53
$641M 0.33%
7,933,883
+507,134
54
$639M 0.33%
10,444,957
+92,825
55
$637M 0.33%
25,838,875
-1,783,672
56
$611M 0.32%
8,422,287
+518,997
57
$608M 0.31%
2,188,363
+106,791
58
$599M 0.31%
6,467,649
+427,051
59
$594M 0.31%
3,414,634
+53,625
60
$582M 0.3%
5,346,818
+365,175
61
$573M 0.3%
4,048,390
+160,814
62
$562M 0.29%
13,758,248
+1,117,872
63
$560M 0.29%
4,812,225
+530,430
64
$559M 0.29%
7,264,330
+338,842
65
$558M 0.29%
22,992,916
+65,954
66
$555M 0.29%
15,847,616
-684,336
67
$546M 0.28%
4,274,087
+251,743
68
$541M 0.28%
2,221,297
-16,693
69
$536M 0.28%
4,803,126
+2,053,254
70
$526M 0.27%
3,012,366
+53,592
71
$521M 0.27%
15,238,536
+10,844
72
$519M 0.27%
3,686,497
+545,917
73
$519M 0.27%
6,934,278
+241,513
74
$512M 0.27%
2,307,605
-185,342
75
$509M 0.26%
28,616,421
+19,229,906
1 2
3
4 5