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
2226
$2.42M ﹤0.01%
73,165
-17,116
2227
$2.42M ﹤0.01%
156,360
+2,055
2228
$2.42M ﹤0.01%
190,107
-7,865
2229
$2.41M ﹤0.01%
89,252
-20,138
2230
$2.41M ﹤0.01%
74,045
-160,119
2231
$2.4M ﹤0.01%
69,133
+10,592
2232
$2.4M ﹤0.01%
84,465
+12,095
2233
$2.4M ﹤0.01%
31,060
-39,115
2234
$2.4M ﹤0.01%
31,580
-216
2235
$2.4M ﹤0.01%
81,332
+71,304
2236
$2.4M ﹤0.01%
70,177
+40,060
2237
$2.4M ﹤0.01%
321,136
-87,304
2238
$2.39M ﹤0.01%
38,484
-18,363
2239
$2.39M ﹤0.01%
77,659
+12,468
2240
$2.38M ﹤0.01%
13,810
+708
2241
$2.38M ﹤0.01%
61,860
+713
2242
$2.38M ﹤0.01%
90,994
+9,398
2243
$2.38M ﹤0.01%
52,352
+39,783
2244
$2.37M ﹤0.01%
67,200
-36,753
2245
$2.37M ﹤0.01%
65,256
+14,596
2246
$2.36M ﹤0.01%
201,713
-18,478
2247
$2.36M ﹤0.01%
37,325
+1,241
2248
$2.35M ﹤0.01%
21,691
-2,284
2249
$2.35M ﹤0.01%
97,969
-50,941
2250
$2.34M ﹤0.01%
36,009
-2,969
88 89
90
91 92