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
926
$15.8M 0.01%
285,719
+12,209
927
$15.8M 0.01%
556,961
+26,902
928
$15.8M 0.01%
515,676
+111,885
929
$15.8M 0.01%
89,848
+35,174
930
$15.8M 0.01%
725,230
-60,581
931
$15.7M 0.01%
492,700
-132,095
932
$15.7M 0.01%
889,345
+57,950
933
$15.7M 0.01%
346,903
-42,514
934
$15.6M 0.01%
257,910
-1,170
935
$15.6M 0.01%
956,258
-16,424
936
$15.6M 0.01%
347,609
+142,450
937
$15.5M 0.01%
621,063
+344,943
938
$15.5M 0.01%
754,754
-247,698
939
$15.5M 0.01%
331,982
+20,410
940
$15.4M 0.01%
360,915
+63,767
941
$15.4M 0.01%
257,792
+25,584
942
$15.4M 0.01%
358,051
+44,355
943
$15.4M 0.01%
201,218
+133,671
944
$15.4M 0.01%
249,169
-41,582
945
$15.3M 0.01%
539,410
+15,550
946
$15.3M 0.01%
277,519
+46,939
947
$15.3M 0.01%
804,837
+14,109
948
$15.3M 0.01%
430,323
+20,061
949
$15.3M 0.01%
63,179
-17,290
950
$15.3M 0.01%
684,674
+62,459
36 37
38
39 40