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
2376
$1.99M ﹤0.01%
78,510
+276
2377
$1.99M ﹤0.01%
119,953
+7,342
2378
$1.99M ﹤0.01%
14,279
-1,980
2379
$1.98M ﹤0.01%
67,703
+16,852
2380
$1.98M ﹤0.01%
21,279
-45,485
2381
$1.98M ﹤0.01%
36,810
+1,011
2382
$1.98M ﹤0.01%
111,059
+94,158
2383
$1.98M ﹤0.01%
38,427
+34,112
2384
$1.98M ﹤0.01%
168,012
-105,694
2385
$1.97M ﹤0.01%
158,053
-829
2386
$1.97M ﹤0.01%
80,859
-10,189
2387
$1.97M ﹤0.01%
102,745
+27,451
2388
$1.96M ﹤0.01%
622,593
-154,859
2389
$1.96M ﹤0.01%
39,577
+9,580
2390
$1.96M ﹤0.01%
30,451
+5,859
2391
$1.95M ﹤0.01%
60,037
+13,015
2392
$1.95M ﹤0.01%
80,913
+61,884
2393
$1.94M ﹤0.01%
1,199,006
-3,959
2394
$1.94M ﹤0.01%
34,745
+11,628
2395
$1.93M ﹤0.01%
26,606
-239
2396
$1.93M ﹤0.01%
48,583
-1,471
2397
$1.92M ﹤0.01%
19,925
-82,177
2398
$1.92M ﹤0.01%
220,371
-63,838
2399
$1.92M ﹤0.01%
66,414
+3,421
2400
$1.92M ﹤0.01%
27,554
+5,115
94 95
96
97 98