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
2251
$2.34M ﹤0.01%
387,668
+153,958
2252
$2.34M ﹤0.01%
210,595
+165,765
2253
$2.34M ﹤0.01%
91,818
-6,271
2254
$2.34M ﹤0.01%
47,854
-693,463
2255
$2.33M ﹤0.01%
36,737
+1,833
2256
$2.33M ﹤0.01%
48,374
+12,735
2257
$2.33M ﹤0.01%
48,818
+6,063
2258
$2.33M ﹤0.01%
132,513
+44,136
2259
$2.32M ﹤0.01%
79,526
-25,605
2260
$2.31M ﹤0.01%
243,174
-25,430
2261
$2.31M ﹤0.01%
39,844
-18,775
2262
$2.31M ﹤0.01%
22,883
-759
2263
$2.31M ﹤0.01%
92,605
-7,060
2264
$2.31M ﹤0.01%
321,646
+286,790
2265
$2.31M ﹤0.01%
83,936
+68,903
2266
$2.3M ﹤0.01%
111,448
+6,103
2267
$2.3M ﹤0.01%
93,760
+3,522
2268
$2.3M ﹤0.01%
30,589
-14,998
2269
$2.3M ﹤0.01%
230,922
-27,572
2270
$2.29M ﹤0.01%
38,319
+3,162
2271
$2.29M ﹤0.01%
157,987
+13,875
2272
$2.29M ﹤0.01%
111,706
-58,762
2273
$2.28M ﹤0.01%
77,238
-38,340
2274
$2.28M ﹤0.01%
173,999
-3,877
2275
$2.28M ﹤0.01%
192,737
-32,576
89 90
91
92 93