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
826
$19.4M 0.01%
419,228
+168,952
827
$19.4M 0.01%
845,924
+12,552
828
$19.3M 0.01%
143,659
+1,746
829
$19.3M 0.01%
297,236
+53,807
830
$19.2M 0.01%
1,719,137
+237,619
831
$19.2M 0.01%
217,081
-19,866
832
$19.1M 0.01%
215,383
+85,707
833
$19.1M 0.01%
355,166
-131,106
834
$19.1M 0.01%
651,759
+27,400
835
$19M 0.01%
513,942
-68,136
836
$19M 0.01%
369,010
+48,568
837
$19M 0.01%
81,873
+2,783
838
$18.9M 0.01%
141,395
-50,229
839
$18.9M 0.01%
1,110,423
+48,240
840
$18.9M 0.01%
542,135
+95,989
841
$18.8M 0.01%
335,309
-137,230
842
$18.7M 0.01%
752,855
-177,432
843
$18.7M 0.01%
171,708
+17,551
844
$18.7M 0.01%
65,001
-14,251
845
$18.7M 0.01%
405,914
-86,624
846
$18.7M 0.01%
83,900
+19,288
847
$18.5M 0.01%
346,674
-129,483
848
$18.5M 0.01%
304,324
-33,785
849
$18.4M 0.01%
1,094,128
-170,340
850
$18.4M 0.01%
144,995
-42,506
32 33
34
35 36