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
1876
$3.78M ﹤0.01%
34,541
+1,573
1877
$3.77M ﹤0.01%
69,588
-721
1878
$3.77M ﹤0.01%
99,200
-4,404
1879
$3.76M ﹤0.01%
145,457
-50,924
1880
$3.76M ﹤0.01%
216,392
+32,502
1881
$3.75M ﹤0.01%
180,117
+4,099
1882
$3.75M ﹤0.01%
248,901
-123,591
1883
$3.75M ﹤0.01%
131,963
+18,117
1884
$3.75M ﹤0.01%
96,460
-2,061
1885
$3.75M ﹤0.01%
+173,353
1886
$3.74M ﹤0.01%
60,251
-45,045
1887
$3.73M ﹤0.01%
309,863
+220,299
1888
$3.72M ﹤0.01%
84,925
-41,840
1889
$3.72M ﹤0.01%
80,353
-115,901
1890
$3.71M ﹤0.01%
74,167
+3,622
1891
$3.71M ﹤0.01%
151,382
-9,155
1892
$3.71M ﹤0.01%
197,997
+45,078
1893
$3.7M ﹤0.01%
1,213,378
+470,397
1894
$3.7M ﹤0.01%
168,395
-6,954
1895
$3.7M ﹤0.01%
26,439
+23,110
1896
$3.69M ﹤0.01%
61,149
+17,631
1897
$3.68M ﹤0.01%
226,226
-831
1898
$3.67M ﹤0.01%
160,107
+7,481
1899
$3.67M ﹤0.01%
72,640
+8,447
1900
$3.66M ﹤0.01%
109,158
+18,614
74 75
76
77 78