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
2001
$3.21M ﹤0.01%
59,325
+5,505
2002
$3.21M ﹤0.01%
62,848
-334
2003
$3.21M ﹤0.01%
81,115
-30,231
2004
$3.21M ﹤0.01%
195,946
-85,105
2005
$3.2M ﹤0.01%
76,745
-5,101
2006
$3.19M ﹤0.01%
123,024
-3,805
2007
$3.19M ﹤0.01%
58,593
+5,200
2008
$3.19M ﹤0.01%
+144,366
2009
$3.19M ﹤0.01%
112,007
-748
2010
$3.19M ﹤0.01%
31,799
-6,270
2011
$3.19M ﹤0.01%
73,534
+24,123
2012
$3.18M ﹤0.01%
127,451
+61,088
2013
$3.18M ﹤0.01%
61,035
-125,205
2014
$3.18M ﹤0.01%
67,088
-1,195
2015
$3.17M ﹤0.01%
44,894
-32,788
2016
$3.17M ﹤0.01%
143,986
-1,337
2017
$3.16M ﹤0.01%
107,751
+9,651
2018
$3.16M ﹤0.01%
448,560
-3,080
2019
$3.16M ﹤0.01%
253,065
-278,934
2020
$3.16M ﹤0.01%
237,361
+6,867
2021
$3.15M ﹤0.01%
156,169
-235,403
2022
$3.15M ﹤0.01%
118,186
+6,192
2023
$3.15M ﹤0.01%
135,705
-4,235
2024
$3.15M ﹤0.01%
80,886
+36,791
2025
$3.14M ﹤0.01%
244,591
-4,665
79 80
81
82 83