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
1951
$3.41M ﹤0.01%
52,854
-57,812
1952
$3.41M ﹤0.01%
54,426
-182,850
1953
$3.4M ﹤0.01%
360,616
-597,450
1954
$3.39M ﹤0.01%
367,553
-17,286
1955
$3.39M ﹤0.01%
19,953
+19,584
1956
$3.38M ﹤0.01%
244,808
-6,174
1957
$3.38M ﹤0.01%
186,563
+79,389
1958
$3.37M ﹤0.01%
115,015
+47,207
1959
$3.37M ﹤0.01%
49,035
-10,325
1960
$3.35M ﹤0.01%
300,335
+56,705
1961
$3.35M ﹤0.01%
99,497
+18,053
1962
$3.35M ﹤0.01%
5,310
-61
1963
$3.35M ﹤0.01%
139,233
+30,089
1964
$3.34M ﹤0.01%
65,703
+2,261
1965
$3.34M ﹤0.01%
175,385
+148,658
1966
$3.33M ﹤0.01%
329,585
+10,900
1967
$3.32M ﹤0.01%
152,425
+65,843
1968
$3.32M ﹤0.01%
48,570
-3,411
1969
$3.32M ﹤0.01%
76,854
+51,884
1970
$3.31M ﹤0.01%
86,774
+70,667
1971
$3.31M ﹤0.01%
39,334
-6,567
1972
$3.31M ﹤0.01%
100,744
+4,331
1973
$3.3M ﹤0.01%
43,596
-7,010
1974
$3.3M ﹤0.01%
133,896
+75,785
1975
$3.3M ﹤0.01%
38,344
-27,638
77 78
79
80 81