UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
76
$508M 0.26%
3,496,589
+141,177
77
$507M 0.26%
3,602,766
+8,749
78
$502M 0.26%
7,377,331
+1,962,674
79
$498M 0.26%
6,382,525
+311,176
80
$496M 0.26%
8,894,726
+1,364,066
81
$494M 0.26%
7,607,439
+1,418,616
82
$489M 0.25%
3,765,238
+386,159
83
$482M 0.25%
3,639,659
+561,250
84
$480M 0.25%
8,844,699
+382,326
85
$477M 0.25%
3,981,123
+109,627
86
$472M 0.24%
3,562,509
+63,853
87
$469M 0.24%
22,984,876
+13,056,552
88
$457M 0.24%
2,312,964
-174,001
89
$451M 0.23%
6,056,642
+906,355
90
$447M 0.23%
4,058,440
+452,395
91
$438M 0.23%
6,386,756
+722,969
92
$436M 0.23%
6,618,269
+435,120
93
$436M 0.23%
9,768,167
-324,185
94
$434M 0.22%
2,565,129
+96,126
95
$426M 0.22%
7,620,286
+1,231,520
96
$425M 0.22%
7,760,174
+121,530
97
$416M 0.22%
2,244,783
+314,395
98
$416M 0.22%
14,242,971
+3,576,613
99
$413M 0.21%
3,045,887
+10,922
100
$410M 0.21%
2,379,471
+72,102
2 3
4
5 6