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
1401
$7.2M ﹤0.01%
216,067
-70,072
1402
$7.19M ﹤0.01%
224,413
+18,951
1403
$7.18M ﹤0.01%
52,230
+8,309
1404
$7.16M ﹤0.01%
186,119
+11,060
1405
$7.16M ﹤0.01%
160,327
+21,578
1406
$7.15M ﹤0.01%
192,138
+15,057
1407
$7.15M ﹤0.01%
709,990
-187,421
1408
$7.13M ﹤0.01%
134,676
-16,583
1409
$7.13M ﹤0.01%
44,019
-5,846
1410
$7.13M ﹤0.01%
104,194
+24,181
1411
$7.09M ﹤0.01%
118,184
+97,113
1412
$7.09M ﹤0.01%
203,324
+35,648
1413
$7.08M ﹤0.01%
286,059
-161,927
1414
$7.08M ﹤0.01%
231,376
+40,138
1415
$7.07M ﹤0.01%
214,524
+84,429
1416
$7.06M ﹤0.01%
702,550
+13,498
1417
$7.05M ﹤0.01%
283,655
+32,422
1418
$7.05M ﹤0.01%
167,348
-1,537,792
1419
$7.04M ﹤0.01%
152,061
+50,930
1420
$7.02M ﹤0.01%
182,575
-967
1421
$7.01M ﹤0.01%
238,457
-86,854
1422
$7.01M ﹤0.01%
296,278
+46,719
1423
$7M ﹤0.01%
120,658
+68,771
1424
$6.99M ﹤0.01%
80,956
+21,389
1425
$6.95M ﹤0.01%
296,793
-13,701
55 56
57
58 59