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
1051
$12.4M 0.01%
416,460
-43,438
1052
$12.4M 0.01%
211,268
+1,110
1053
$12.4M 0.01%
239,539
+51,874
1054
$12.4M 0.01%
134,782
+28,335
1055
$12.4M 0.01%
345,968
+171,985
1056
$12.3M 0.01%
312,379
+53,798
1057
$12.3M 0.01%
1,375,138
-842,386
1058
$12.3M 0.01%
870,141
+77,877
1059
$12.3M 0.01%
+602,175
1060
$12.3M 0.01%
488,605
+126,766
1061
$12.2M 0.01%
255,082
+157,587
1062
$12.2M 0.01%
207,096
-29,709
1063
$12.2M 0.01%
3,508,546
+2,843,324
1064
$12.2M 0.01%
373,413
+136,332
1065
$12.2M 0.01%
351,836
-10,479
1066
$12.2M 0.01%
160,226
+69,081
1067
$12.1M 0.01%
570,717
-231,485
1068
$12.1M 0.01%
84,452
+6,254
1069
$12.1M 0.01%
237,191
+25,417
1070
$12.1M 0.01%
218,219
-33,673
1071
$12.1M 0.01%
1,020,148
+62,960
1072
$12.1M 0.01%
176,827
+2,256
1073
$12.1M 0.01%
178,330
+44,579
1074
$12.1M 0.01%
646,494
+6,735
1075
$12.1M 0.01%
220,862
-5,220
41 42
43
44 45