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
176
$192M 0.1%
2,995,578
-404,840
177
$189M 0.1%
16,927,966
+816,305
178
$188M 0.1%
3,848,525
-183,652
179
$188M 0.1%
1,822,302
-320,028
180
$188M 0.1%
6,020,342
-1,193,114
181
$183M 0.09%
1,464,339
+246,770
182
$182M 0.09%
2,106,116
+113,104
183
$182M 0.09%
5,935,568
+3,042,244
184
$181M 0.09%
2,268,353
+50,569
185
$180M 0.09%
5,390,804
-1,349,002
186
$180M 0.09%
3,190,880
+2,532,822
187
$180M 0.09%
3,378,698
+1,336,104
188
$178M 0.09%
5,342,995
+227,898
189
$177M 0.09%
3,599,453
-217,134
190
$177M 0.09%
2,258,257
+84,982
191
$176M 0.09%
7,974,505
-10,663,276
192
$175M 0.09%
6,092,218
-168,167
193
$174M 0.09%
1,433,285
+7,633
194
$171M 0.09%
2,463,230
+86,095
195
$170M 0.09%
2,613,741
+706,644
196
$170M 0.09%
1,667,050
+256,325
197
$169M 0.09%
3,511,465
+3,033,027
198
$165M 0.09%
1,398,542
-40,701
199
$160M 0.08%
3,076,671
+897,296
200
$158M 0.08%
1,235,084
+435,944
6 7
8
9 10