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
1076
$12M 0.01%
134,604
+46,987
1077
$12M 0.01%
231,890
-59,504
1078
$12M 0.01%
136,139
-7,662
1079
$12M 0.01%
690,535
-633,157
1080
$12M 0.01%
222,936
-6,421
1081
$12M 0.01%
183,240
+22,539
1082
$11.9M 0.01%
451,512
+5,105
1083
$11.9M 0.01%
1,418,933
+113,068
1084
$11.9M 0.01%
356,899
-4,005
1085
$11.9M 0.01%
661,274
-810,089
1086
$11.9M 0.01%
119,584
+19,847
1087
$11.9M 0.01%
1,142,098
+55,099
1088
$11.9M 0.01%
540,794
+27,131
1089
$11.9M 0.01%
391,671
-185,072
1090
$11.8M 0.01%
545,834
-45,402
1091
$11.8M 0.01%
349,283
-21,913
1092
$11.8M 0.01%
3,051,652
+571,524
1093
$11.8M 0.01%
89,102
-16,580
1094
$11.8M 0.01%
112,568
+10,689
1095
$11.8M 0.01%
205,262
-99,326
1096
$11.8M 0.01%
63,157
-7,163
1097
$11.7M 0.01%
708,938
+93,895
1098
$11.7M 0.01%
1,059,386
-8,186
1099
$11.7M 0.01%
113,208
+7,766
1100
$11.6M 0.01%
757,675
-95,274
42 43
44
45 46