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
2301
$2.23M ﹤0.01%
+61,862
2302
$2.22M ﹤0.01%
36,546
-2,238
2303
$2.22M ﹤0.01%
121,991
-3,126
2304
$2.21M ﹤0.01%
27,100
-335
2305
$2.21M ﹤0.01%
59,183
+25,347
2306
$2.21M ﹤0.01%
51,308
+7,265
2307
$2.2M ﹤0.01%
172,046
+29,182
2308
$2.2M ﹤0.01%
51,654
-30,669
2309
$2.2M ﹤0.01%
121,556
+404
2310
$2.19M ﹤0.01%
133,316
+2,446
2311
$2.19M ﹤0.01%
49,667
-5,069
2312
$2.19M ﹤0.01%
52,861
+34,459
2313
$2.19M ﹤0.01%
15,550
+6,756
2314
$2.19M ﹤0.01%
78,079
+2,983
2315
$2.18M ﹤0.01%
30,384
-37,869
2316
$2.18M ﹤0.01%
59,128
-6,935
2317
$2.17M ﹤0.01%
46,716
+18,726
2318
$2.17M ﹤0.01%
44,058
-21
2319
$2.17M ﹤0.01%
254,471
-14,778
2320
$2.16M ﹤0.01%
158,155
+3,866
2321
$2.16M ﹤0.01%
108,490
+106,075
2322
$2.16M ﹤0.01%
31,985
-5,519
2323
$2.16M ﹤0.01%
40,390
-100,777
2324
$2.15M ﹤0.01%
113,482
+93,396
2325
$2.13M ﹤0.01%
98,495
-34,080
91 92
93
94 95