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
1976
$3.3M ﹤0.01%
139,177
-7,717
1977
$3.29M ﹤0.01%
393,949
+3,892
1978
$3.29M ﹤0.01%
149,959
+10,043
1979
$3.28M ﹤0.01%
101,423
-2,277
1980
$3.28M ﹤0.01%
63,417
-5,211
1981
$3.27M ﹤0.01%
113,738
-58,006
1982
$3.27M ﹤0.01%
24,682
+3,441
1983
$3.27M ﹤0.01%
134,542
+14,502
1984
$3.27M ﹤0.01%
41,230
-2,171
1985
$3.26M ﹤0.01%
68,116
-60,224
1986
$3.25M ﹤0.01%
55,662
+5,850
1987
$3.25M ﹤0.01%
184,231
-26,113
1988
$3.25M ﹤0.01%
84,622
+43,991
1989
$3.24M ﹤0.01%
221,394
+35,468
1990
$3.23M ﹤0.01%
84,896
-50,305
1991
$3.23M ﹤0.01%
411,594
-31,182
1992
$3.23M ﹤0.01%
56,744
+5,238
1993
$3.23M ﹤0.01%
189,690
+3,233
1994
$3.23M ﹤0.01%
184,428
+4,659
1995
$3.23M ﹤0.01%
50,901
-28,225
1996
$3.23M ﹤0.01%
28,494
+7,349
1997
$3.23M ﹤0.01%
66,978
+21,112
1998
$3.22M ﹤0.01%
314,416
-42,434
1999
$3.22M ﹤0.01%
106,050
+56,927
2000
$3.22M ﹤0.01%
91,710
+12,612
78 79
80
81 82