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
2451
$1.82M ﹤0.01%
65,526
-12,441
2452
$1.82M ﹤0.01%
58,888
+57,701
2453
$1.81M ﹤0.01%
41,828
+8,923
2454
$1.81M ﹤0.01%
27,939
+6,115
2455
$1.81M ﹤0.01%
72,326
-53,262
2456
$1.81M ﹤0.01%
32,615
+347
2457
$1.81M ﹤0.01%
86,455
-4,437
2458
$1.81M ﹤0.01%
36,089
+5,382
2459
$1.8M ﹤0.01%
22,809
-949
2460
$1.8M ﹤0.01%
47,763
+28,583
2461
$1.8M ﹤0.01%
35,975
-5,096
2462
$1.79M ﹤0.01%
152,073
-18,752
2463
$1.79M ﹤0.01%
180,476
-5,473
2464
$1.79M ﹤0.01%
17,605
-300
2465
$1.79M ﹤0.01%
127,569
+1,284
2466
$1.79M ﹤0.01%
244,978
+136,264
2467
$1.79M ﹤0.01%
176,135
+7,191
2468
$1.79M ﹤0.01%
109,279
+4,680
2469
$1.79M ﹤0.01%
65,343
+28,120
2470
$1.78M ﹤0.01%
46,332
-21,879
2471
$1.78M ﹤0.01%
722,113
-47,118
2472
$1.77M ﹤0.01%
160,955
+160,879
2473
$1.77M ﹤0.01%
36,054
+1,937
2474
$1.77M ﹤0.01%
22
+1
2475
$1.76M ﹤0.01%
29,123
+28,188
97 98
99
100 101