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
1126
$11.2M 0.01%
436,715
-8,850
1127
$11.1M 0.01%
125,093
+55,018
1128
$11.1M 0.01%
211,592
-30,570
1129
$11.1M 0.01%
517,267
-174,442
1130
$11.1M 0.01%
201,965
+7,637
1131
$11.1M 0.01%
1,364,319
+788,898
1132
$11.1M 0.01%
783,427
-23,537
1133
$11M 0.01%
2,521,323
+2,473,983
1134
$11M 0.01%
188,909
+24,879
1135
$11M 0.01%
1,439,410
+118,820
1136
$11M 0.01%
407,018
+10,420
1137
$10.9M 0.01%
746,016
+38,149
1138
$10.9M 0.01%
146,809
+106,102
1139
$10.8M 0.01%
303,363
-203,160
1140
$10.8M 0.01%
371,899
+25,238
1141
$10.8M 0.01%
703,529
+51,796
1142
$10.8M 0.01%
220,388
+120,831
1143
$10.8M 0.01%
810,016
-820,100
1144
$10.8M 0.01%
259,001
-813
1145
$10.8M 0.01%
119,081
+17,603
1146
$10.7M 0.01%
302,320
+31,963
1147
$10.7M 0.01%
163,262
+1,822
1148
$10.7M 0.01%
808,893
+29,568
1149
$10.7M 0.01%
420,981
-1,091,199
1150
$10.7M 0.01%
209,278
+15,358
44 45
46
47 48