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
2201
$2.51M ﹤0.01%
94,089
+59,776
2202
$2.5M ﹤0.01%
129,169
-1,048
2203
$2.5M ﹤0.01%
60,615
+8,096
2204
$2.49M ﹤0.01%
47,715
+47,350
2205
$2.48M ﹤0.01%
54,927
-27,644
2206
$2.48M ﹤0.01%
50,162
-8,607
2207
$2.48M ﹤0.01%
26,863
+842
2208
$2.48M ﹤0.01%
211,930
+131,642
2209
$2.48M ﹤0.01%
219,088
+15,820
2210
$2.47M ﹤0.01%
41,345
+118
2211
$2.47M ﹤0.01%
229,828
-22,728
2212
$2.47M ﹤0.01%
97,289
+1,534
2213
$2.46M ﹤0.01%
47,632
-30,637
2214
$2.45M ﹤0.01%
158,744
-11,759
2215
$2.45M ﹤0.01%
134,625
+41,046
2216
$2.45M ﹤0.01%
33,062
+2,015
2217
$2.45M ﹤0.01%
209,221
+65,631
2218
$2.45M ﹤0.01%
566,418
+20,296
2219
$2.44M ﹤0.01%
102,029
+2,724
2220
$2.44M ﹤0.01%
46,640
-737
2221
$2.44M ﹤0.01%
35,551
+1,903
2222
$2.44M ﹤0.01%
278,167
+22,168
2223
$2.44M ﹤0.01%
96,412
-2,229
2224
$2.43M ﹤0.01%
519,772
+11,989
2225
$2.43M ﹤0.01%
56,991
+3,608
87 88
89
90 91