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
1826
$4.05M ﹤0.01%
43,008
+244
1827
$4.05M ﹤0.01%
313,828
+10,061
1828
$4.04M ﹤0.01%
349,645
-42,540
1829
$4.03M ﹤0.01%
169,906
+3,308
1830
$4.03M ﹤0.01%
355,352
-14,802
1831
$4.02M ﹤0.01%
91,184
-18,511
1832
$4.01M ﹤0.01%
147,230
+4,225
1833
$4.01M ﹤0.01%
475,960
-42,810
1834
$4M ﹤0.01%
151,850
+30,540
1835
$4M ﹤0.01%
85,253
+12,149
1836
$4M ﹤0.01%
84,663
+15,501
1837
$3.96M ﹤0.01%
89,628
-3,122
1838
$3.95M ﹤0.01%
191,838
+6,884
1839
$3.94M ﹤0.01%
78,087
+4,735
1840
$3.94M ﹤0.01%
59,548
-42,210
1841
$3.94M ﹤0.01%
258,363
+6,964
1842
$3.93M ﹤0.01%
66,136
-15,502
1843
$3.93M ﹤0.01%
257,013
-12,335
1844
$3.92M ﹤0.01%
288,569
+29,629
1845
$3.92M ﹤0.01%
19,723
-668
1846
$3.92M ﹤0.01%
961,770
-24,330
1847
$3.91M ﹤0.01%
208,209
+16,114
1848
$3.9M ﹤0.01%
42,647
+18,617
1849
$3.9M ﹤0.01%
102,093
+11,024
1850
$3.9M ﹤0.01%
198,096
-108,165
72 73
74
75 76