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
1926
$3.52M ﹤0.01%
107,494
-931
1927
$3.52M ﹤0.01%
318,930
+21,659
1928
$3.52M ﹤0.01%
137,277
+52,046
1929
$3.5M ﹤0.01%
310,752
+72,120
1930
$3.5M ﹤0.01%
98,690
+60,665
1931
$3.5M ﹤0.01%
27,985
-7,101
1932
$3.5M ﹤0.01%
423,168
-18,894
1933
$3.49M ﹤0.01%
16,803
-2,437
1934
$3.48M ﹤0.01%
313,483
+111,559
1935
$3.47M ﹤0.01%
17,082
-14,158
1936
$3.47M ﹤0.01%
375,055
-5,035
1937
$3.47M ﹤0.01%
40,524
+25,348
1938
$3.46M ﹤0.01%
270,856
+5,779
1939
$3.46M ﹤0.01%
135,033
+78,830
1940
$3.46M ﹤0.01%
786,222
-89,714
1941
$3.46M ﹤0.01%
67,965
-39,039
1942
$3.46M ﹤0.01%
136,492
-7,425
1943
$3.45M ﹤0.01%
95,797
+36,216
1944
$3.45M ﹤0.01%
36,889
+30,568
1945
$3.44M ﹤0.01%
56,865
-11,502
1946
$3.44M ﹤0.01%
39,571
-1,687
1947
$3.44M ﹤0.01%
121,849
+17,544
1948
$3.42M ﹤0.01%
69,399
+17,467
1949
$3.41M ﹤0.01%
82,443
-6,273
1950
$3.41M ﹤0.01%
33,167
+3,920
76 77
78
79 80