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
851
$18.3M 0.01%
347,969
-993,520
852
$18.3M 0.01%
434,704
-2,460
853
$18.3M 0.01%
297,620
+31,543
854
$18.2M 0.01%
386,120
+45,934
855
$18.2M 0.01%
837,400
-92,860
856
$18.1M 0.01%
559,337
+59,156
857
$18.1M 0.01%
410,853
-30,262
858
$18M 0.01%
248,851
-295,362
859
$18M 0.01%
940,189
+858,067
860
$17.9M 0.01%
275,068
-85,069
861
$17.9M 0.01%
556,763
-108,204
862
$17.9M 0.01%
99,761
+99,466
863
$17.9M 0.01%
66,638
+2,819
864
$17.9M 0.01%
576,066
+100,281
865
$17.9M 0.01%
360,578
-301,707
866
$17.8M 0.01%
651,687
-773,971
867
$17.8M 0.01%
388,623
+103,086
868
$17.8M 0.01%
253,817
+9,569
869
$17.7M 0.01%
204,516
-23,775
870
$17.7M 0.01%
1,026,611
+111,234
871
$17.6M 0.01%
190,581
+10,642
872
$17.6M 0.01%
553,512
-12,235
873
$17.5M 0.01%
144,774
+40,680
874
$17.5M 0.01%
335,291
-3,731
875
$17.5M 0.01%
430,678
-201,458
33 34
35
36 37