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
776
$22.1M 0.01%
1,287,833
+109,855
777
$22.1M 0.01%
584,361
+75,234
778
$22M 0.01%
483,683
+126,533
779
$22M 0.01%
409,283
-76,712
780
$21.9M 0.01%
534,311
+123,151
781
$21.9M 0.01%
553,352
+71,268
782
$21.9M 0.01%
469,436
+168,894
783
$21.9M 0.01%
4,622,774
-289,071
784
$21.8M 0.01%
700,254
+629,289
785
$21.7M 0.01%
262,153
+51,390
786
$21.7M 0.01%
312,334
-13,501
787
$21.7M 0.01%
865,769
+277,940
788
$21.6M 0.01%
3,369,764
-767,991
789
$21.3M 0.01%
1,117,601
+1,515
790
$21.3M 0.01%
1,464,412
+189,319
791
$21.2M 0.01%
992,408
+718,990
792
$21.2M 0.01%
579,430
-28,961
793
$21.1M 0.01%
969,102
-33,342
794
$21M 0.01%
1,411,706
-432,156
795
$21M 0.01%
807,297
+61,682
796
$20.8M 0.01%
326,704
+114,639
797
$20.8M 0.01%
221,656
-26,566
798
$20.7M 0.01%
1,185,506
-610,354
799
$20.7M 0.01%
391,431
+124,817
800
$20.6M 0.01%
1,545,553
+82,430
30 31
32
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