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
101
$403M 0.21%
5,383,485
+165,701
102
$402M 0.21%
5,948,800
+2,919,681
103
$401M 0.21%
11,109,728
+491,624
104
$401M 0.21%
4,323,159
+96,839
105
$398M 0.21%
14,698,982
-707,175
106
$397M 0.21%
4,491,712
+2,066,876
107
$396M 0.21%
7,151,282
-241,553
108
$393M 0.2%
2,963,447
+141,350
109
$391M 0.2%
5,038,142
-62,347
110
$389M 0.2%
2,645,689
-144,856
111
$387M 0.2%
1,219,204
+13,867
112
$385M 0.2%
4,853,932
+193,221
113
$384M 0.2%
13,944,028
+538,687
114
$377M 0.2%
7,166,666
+171,460
115
$375M 0.19%
2,947,614
+278,606
116
$363M 0.19%
5,093,129
-814,195
117
$362M 0.19%
3,066,060
-347,631
118
$360M 0.19%
4,405,425
-3,847,829
119
$356M 0.18%
3,028,639
+15,405
120
$354M 0.18%
3,695,191
+143,968
121
$350M 0.18%
3,905,663
+1,141,831
122
$350M 0.18%
7,307,253
+303,406
123
$343M 0.18%
3,269,873
-28,688
124
$340M 0.18%
5,168,442
+525,212
125
$334M 0.17%
6,957,360
+352,208
3 4
5
6 7