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
2076
$2.94M ﹤0.01%
116,871
-3,392
2077
$2.94M ﹤0.01%
348,211
+48,724
2078
$2.93M ﹤0.01%
168,407
-4,242
2079
$2.93M ﹤0.01%
243,059
+123,623
2080
$2.92M ﹤0.01%
46,558
-18,240
2081
$2.92M ﹤0.01%
39,254
+17,409
2082
$2.92M ﹤0.01%
24,873
-5,657
2083
$2.92M ﹤0.01%
212,638
+487
2084
$2.91M ﹤0.01%
66,898
+2,531
2085
$2.9M ﹤0.01%
17,505
-4,629
2086
$2.9M ﹤0.01%
352,512
-16,564
2087
$2.89M ﹤0.01%
486,239
+57,628
2088
$2.88M ﹤0.01%
422,606
-24,436
2089
$2.87M ﹤0.01%
58,946
+38,325
2090
$2.87M ﹤0.01%
86,467
-22,946
2091
$2.87M ﹤0.01%
55,017
-2,944
2092
$2.87M ﹤0.01%
216,949
-4,242
2093
$2.86M ﹤0.01%
75,401
+48,135
2094
$2.86M ﹤0.01%
120,485
+118,089
2095
$2.86M ﹤0.01%
13,913
+7,166
2096
$2.85M ﹤0.01%
153,895
+151,554
2097
$2.85M ﹤0.01%
108,470
-46,891
2098
$2.85M ﹤0.01%
186,604
-405
2099
$2.85M ﹤0.01%
624,103
+96,892
2100
$2.85M ﹤0.01%
312,668
+86,945
82 83
84
85 86