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
151
$235M 0.12%
2,302,094
-244,196
152
$233M 0.12%
2,797,705
-99,483
153
$232M 0.12%
12,929,048
-3,489,619
154
$228M 0.12%
2,561,757
-119,116
155
$227M 0.12%
6,607,876
+842,988
156
$227M 0.12%
3,390,517
-651,729
157
$225M 0.12%
1,036,323
+120,230
158
$224M 0.12%
1,522,695
+4,594
159
$224M 0.12%
2,859,036
+113,714
160
$222M 0.11%
1,956,744
-277,685
161
$220M 0.11%
3,982,047
-54,292
162
$218M 0.11%
4,259,626
-827,364
163
$216M 0.11%
1,210,052
+50,295
164
$215M 0.11%
9,300,529
-876,293
165
$215M 0.11%
968,724
+241,864
166
$211M 0.11%
4,339,017
+137,396
167
$209M 0.11%
3,876,472
-354,644
168
$209M 0.11%
4,021,165
+589,516
169
$209M 0.11%
1,305,338
+213,275
170
$208M 0.11%
1,947,617
-2,067,510
171
$203M 0.11%
2,419,444
-7,903
172
$199M 0.1%
1,740,915
+123,146
173
$195M 0.1%
2,280,175
+131,955
174
$195M 0.1%
8,349,170
-805,620
175
$193M 0.1%
906,605
-44,328
5 6
7
8 9