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
2326
$2.13M ﹤0.01%
152,284
+31,175
2327
$2.13M ﹤0.01%
215,643
+173,246
2328
$2.12M ﹤0.01%
40,257
-6,286
2329
$2.12M ﹤0.01%
97,426
+15,945
2330
$2.12M ﹤0.01%
43,116
+2,088
2331
$2.12M ﹤0.01%
85,949
+53,390
2332
$2.12M ﹤0.01%
34,506
-12,318
2333
$2.1M ﹤0.01%
125,435
+5,010
2334
$2.1M ﹤0.01%
32,630
-4,415
2335
$2.1M ﹤0.01%
441,773
+9,712
2336
$2.1M ﹤0.01%
18,992
+17,288
2337
$2.1M ﹤0.01%
55,207
+6,631
2338
$2.09M ﹤0.01%
105,237
+79,436
2339
$2.09M ﹤0.01%
859,602
+73,316
2340
$2.08M ﹤0.01%
56,307
-1,494
2341
$2.08M ﹤0.01%
30,066
+3,643
2342
$2.08M ﹤0.01%
33,257
+18,855
2343
$2.07M ﹤0.01%
41,032
+1,115
2344
$2.06M ﹤0.01%
154,500
-137,083
2345
$2.06M ﹤0.01%
20,114
+15,932
2346
$2.06M ﹤0.01%
154,564
+154,464
2347
$2.05M ﹤0.01%
61,664
-23,412
2348
$2.05M ﹤0.01%
45,396
+27,403
2349
$2.05M ﹤0.01%
212,392
-65,418
2350
$2.05M ﹤0.01%
38,412
+31,695
92 93
94
95 96