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
2401
$1.92M ﹤0.01%
75,739
-49,093
2402
$1.92M ﹤0.01%
127,071
-6,160
2403
$1.91M ﹤0.01%
29,242
-90,607
2404
$1.91M ﹤0.01%
38,218
+1,948
2405
$1.91M ﹤0.01%
73,580
-28,127
2406
$1.9M ﹤0.01%
51,321
-14,983
2407
$1.9M ﹤0.01%
28,398
+23,805
2408
$1.9M ﹤0.01%
13,145
-2,160
2409
$1.9M ﹤0.01%
101,439
+95,236
2410
$1.9M ﹤0.01%
51,193
+15,525
2411
$1.9M ﹤0.01%
56,805
+10,310
2412
$1.9M ﹤0.01%
58,187
+16,578
2413
$1.9M ﹤0.01%
30,363
+2,339
2414
$1.89M ﹤0.01%
103,847
-28,049
2415
$1.89M ﹤0.01%
232,507
+2,512
2416
$1.89M ﹤0.01%
39,072
+1,206
2417
$1.89M ﹤0.01%
137,467
+24,065
2418
$1.89M ﹤0.01%
201,325
+11,488
2419
$1.88M ﹤0.01%
67,268
+21,995
2420
$1.88M ﹤0.01%
53,528
+7,567
2421
$1.88M ﹤0.01%
108,581
-12,653
2422
$1.88M ﹤0.01%
82,945
+6,656
2423
$1.88M ﹤0.01%
24,915
-4,975
2424
$1.87M ﹤0.01%
146,946
-674
2425
$1.87M ﹤0.01%
66,115
+4,710
95 96
97
98 99