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
1376
$7.52M ﹤0.01%
300,035
+71,071
1377
$7.52M ﹤0.01%
107,765
+9,661
1378
$7.46M ﹤0.01%
128,283
+4,529
1379
$7.45M ﹤0.01%
925,793
+802,135
1380
$7.45M ﹤0.01%
6,255
+2,713
1381
$7.45M ﹤0.01%
609,628
+537,413
1382
$7.43M ﹤0.01%
29,609
+16,983
1383
$7.4M ﹤0.01%
138,487
-14,825
1384
$7.4M ﹤0.01%
122,156
+2,668
1385
$7.39M ﹤0.01%
428,751
+391,371
1386
$7.35M ﹤0.01%
401,548
+346,546
1387
$7.34M ﹤0.01%
184,079
-80,777
1388
$7.32M ﹤0.01%
1,021,278
+836,060
1389
$7.31M ﹤0.01%
188,631
+7,502
1390
$7.31M ﹤0.01%
338,708
+15,871
1391
$7.3M ﹤0.01%
124,548
+14,689
1392
$7.3M ﹤0.01%
434,267
+77,492
1393
$7.29M ﹤0.01%
293,306
-9,162
1394
$7.29M ﹤0.01%
365,604
-6,564,346
1395
$7.27M ﹤0.01%
240,218
-80,192
1396
$7.26M ﹤0.01%
479,520
-38,776
1397
$7.26M ﹤0.01%
310,139
+74,324
1398
$7.24M ﹤0.01%
570,899
-588,064
1399
$7.23M ﹤0.01%
870,492
+791,637
1400
$7.21M ﹤0.01%
116,923
-42,738
54 55
56
57 58