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
801
$20.6M 0.01%
741,138
+120,954
802
$20.6M 0.01%
650,852
+108,707
803
$20.5M 0.01%
312,412
-33,852
804
$20.5M 0.01%
1,644,130
+51,790
805
$20.5M 0.01%
331,798
-32,079
806
$20.4M 0.01%
746,551
+69,735
807
$20.4M 0.01%
1,469,109
+64,066
808
$20.4M 0.01%
653,257
-64,581
809
$20.3M 0.01%
1,021,282
+274,045
810
$20.3M 0.01%
1,436,484
+461,560
811
$20.1M 0.01%
187,455
-22,551
812
$20M 0.01%
1,494,372
+234,671
813
$20M 0.01%
1,311,909
+100,465
814
$20M 0.01%
497,303
+29,303
815
$20M 0.01%
745,816
-191,831
816
$19.9M 0.01%
800,476
+63,525
817
$19.9M 0.01%
612,877
+596,555
818
$19.8M 0.01%
479,350
-39,445
819
$19.8M 0.01%
233,148
+101,809
820
$19.8M 0.01%
643,119
+322,774
821
$19.8M 0.01%
877,064
+71,583
822
$19.7M 0.01%
+296,728
823
$19.6M 0.01%
1,513,647
+67,952
824
$19.5M 0.01%
646,198
-100,194
825
$19.5M 0.01%
316,052
+5,482
31 32
33
34 35