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
2101
$2.84M ﹤0.01%
47,388
+37,770
2102
$2.83M ﹤0.01%
105,137
+29,306
2103
$2.83M ﹤0.01%
25,860
+3,685
2104
$2.82M ﹤0.01%
69,327
-30,926
2105
$2.82M ﹤0.01%
139,970
-4,627
2106
$2.82M ﹤0.01%
84,268
-33,432
2107
$2.82M ﹤0.01%
177,373
+56,869
2108
$2.81M ﹤0.01%
48,043
+117
2109
$2.81M ﹤0.01%
82,631
+18,913
2110
$2.8M ﹤0.01%
54,102
-39,831
2111
$2.8M ﹤0.01%
41,472
+15,451
2112
$2.8M ﹤0.01%
116,000
-9,474
2113
$2.79M ﹤0.01%
70,106
-5,404
2114
$2.79M ﹤0.01%
98,896
-45,618
2115
$2.79M ﹤0.01%
38,822
+3,292
2116
$2.79M ﹤0.01%
70,263
+8,478
2117
$2.79M ﹤0.01%
85,267
+26,286
2118
$2.78M ﹤0.01%
93,572
-35,528
2119
$2.78M ﹤0.01%
13,573
-21,783
2120
$2.77M ﹤0.01%
296,415
+8,829
2121
$2.77M ﹤0.01%
159,464
+48,943
2122
$2.77M ﹤0.01%
201,894
-116,113
2123
$2.76M ﹤0.01%
163,842
-61,122
2124
$2.76M ﹤0.01%
159,616
+1,808
2125
$2.76M ﹤0.01%
31,658
+21,664
83 84
85
86 87