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
1901
$3.66M ﹤0.01%
314,693
+38,345
1902
$3.66M ﹤0.01%
234,834
-27,424
1903
$3.63M ﹤0.01%
294,063
+55,383
1904
$3.63M ﹤0.01%
66,044
-3,712,374
1905
$3.63M ﹤0.01%
69,298
-3,075
1906
$3.62M ﹤0.01%
95,802
-17,354
1907
$3.62M ﹤0.01%
114,791
+17,917
1908
$3.61M ﹤0.01%
104,097
+22,310
1909
$3.61M ﹤0.01%
238,699
+8,252
1910
$3.6M ﹤0.01%
118,295
+43,581
1911
$3.59M ﹤0.01%
126,006
+37,069
1912
$3.57M ﹤0.01%
141,962
+25,505
1913
$3.56M ﹤0.01%
338,089
+12,126
1914
$3.56M ﹤0.01%
100,340
-2,976
1915
$3.56M ﹤0.01%
367,673
+12,013
1916
$3.56M ﹤0.01%
38,681
-92,664
1917
$3.56M ﹤0.01%
235,635
+25,696
1918
$3.56M ﹤0.01%
65,823
-3,113
1919
$3.55M ﹤0.01%
1,264,945
+1,133,939
1920
$3.54M ﹤0.01%
561,629
+79,124
1921
$3.54M ﹤0.01%
59,341
+1,614
1922
$3.53M ﹤0.01%
261,909
-44,531
1923
$3.53M ﹤0.01%
53,055
-4,931
1924
$3.53M ﹤0.01%
96,880
-113,169
1925
$3.52M ﹤0.01%
16,739
-280
75 76
77
78 79