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
2176
$2.57M ﹤0.01%
97,864
-659
2177
$2.57M ﹤0.01%
200,453
-26,370
2178
$2.57M ﹤0.01%
201,195
-596,198
2179
$2.56M ﹤0.01%
167,834
+13,419
2180
$2.56M ﹤0.01%
74,560
-62,294
2181
$2.56M ﹤0.01%
30,700
-156,148
2182
$2.56M ﹤0.01%
30,251
-1,146
2183
$2.56M ﹤0.01%
41,420
+185
2184
$2.56M ﹤0.01%
84,786
+6,387
2185
$2.56M ﹤0.01%
174,418
+14,675
2186
$2.55M ﹤0.01%
35,558
-5,429
2187
$2.55M ﹤0.01%
156,758
+6,703
2188
$2.55M ﹤0.01%
23,077
-31,043
2189
$2.54M ﹤0.01%
19,206
+13,772
2190
$2.53M ﹤0.01%
127,611
-213,571
2191
$2.53M ﹤0.01%
40,426
+29,436
2192
$2.53M ﹤0.01%
266,606
-22,262
2193
$2.52M ﹤0.01%
16,376
-16,439
2194
$2.52M ﹤0.01%
159,376
+158,172
2195
$2.52M ﹤0.01%
50,199
-310
2196
$2.52M ﹤0.01%
95,942
-17,409
2197
$2.52M ﹤0.01%
29,339
-1,369
2198
$2.52M ﹤0.01%
94,912
-32,136
2199
$2.51M ﹤0.01%
74,057
+8,189
2200
$2.51M ﹤0.01%
115,093
-110,495
86 87
88
89 90