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
2051
$3.01M ﹤0.01%
114,778
+9,129
2052
$3M ﹤0.01%
176,422
-11,657
2053
$3M ﹤0.01%
55,584
-4,935
2054
$3M ﹤0.01%
51,771
+10,000
2055
$3M ﹤0.01%
23,637
-7,316
2056
$2.99M ﹤0.01%
2,200
+1,729
2057
$2.99M ﹤0.01%
110,003
+15,836
2058
$2.99M ﹤0.01%
208,044
+26,828
2059
$2.98M ﹤0.01%
99,160
-134,705
2060
$2.98M ﹤0.01%
37,959
-9,336
2061
$2.98M ﹤0.01%
27,959
-9,265
2062
$2.98M ﹤0.01%
247,854
-6,487
2063
$2.97M ﹤0.01%
130,578
+11,329
2064
$2.97M ﹤0.01%
1,939,685
+1,926,343
2065
$2.97M ﹤0.01%
92,406
+83,268
2066
$2.97M ﹤0.01%
157,062
+149,376
2067
$2.96M ﹤0.01%
83,519
+5,146
2068
$2.96M ﹤0.01%
149,009
-6,926
2069
$2.96M ﹤0.01%
27,371
-10,160
2070
$2.96M ﹤0.01%
89,821
+20,568
2071
$2.95M ﹤0.01%
57,438
-10,841
2072
$2.95M ﹤0.01%
85,836
+3,510
2073
$2.94M ﹤0.01%
29,098
-3,572
2074
$2.94M ﹤0.01%
50,735
+19,621
2075
$2.94M ﹤0.01%
146,618
+6,879
81 82
83
84 85