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
2276
$2.28M ﹤0.01%
1,865,300
-1,726,161
2277
$2.28M ﹤0.01%
24,692
-88,944
2278
$2.28M ﹤0.01%
70,012
+69,301
2279
$2.28M ﹤0.01%
17,221
+14,143
2280
$2.27M ﹤0.01%
63,505
-7,335
2281
$2.27M ﹤0.01%
58,185
+4,952
2282
$2.27M ﹤0.01%
70,351
-5,626
2283
$2.27M ﹤0.01%
50,805
-1,846
2284
$2.27M ﹤0.01%
136,788
+79,152
2285
$2.27M ﹤0.01%
187,216
+7,549
2286
$2.27M ﹤0.01%
126,747
-6,254
2287
$2.26M ﹤0.01%
66,613
-11,835
2288
$2.25M ﹤0.01%
89,507
+2,460
2289
$2.25M ﹤0.01%
25,640
+280
2290
$2.25M ﹤0.01%
22,788
-3,683
2291
$2.24M ﹤0.01%
78,530
+5,592
2292
$2.24M ﹤0.01%
69,283
+2,669
2293
$2.24M ﹤0.01%
56,185
+41,479
2294
$2.23M ﹤0.01%
70,422
-19,926
2295
$2.23M ﹤0.01%
250,766
-9,205
2296
$2.23M ﹤0.01%
33,375
+1,233
2297
$2.23M ﹤0.01%
95,497
+86,199
2298
$2.23M ﹤0.01%
127,706
-17,538
2299
$2.23M ﹤0.01%
61,807
-2,991
2300
$2.23M ﹤0.01%
354,127
-113,358
90 91
92
93 94