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
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$599M
2
+$395M
3
+$394M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$344M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$336M

Top Sells

1
+$559M
2
+$442M
3
+$402M
4
BABA icon
Alibaba
BABA
+$329M
5
CZR
Caesars Entertainment Corporation
CZR
+$226M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$163M 0.06%
2,140,924
+51,045
227
$162M 0.06%
4,070,439
+67,877
228
$162M 0.06%
2,027,404
+196,543
229
$161M 0.06%
857,419
-481
230
$157M 0.06%
1,550,496
+65,437
231
$156M 0.06%
1,052,349
-45,031
232
$155M 0.06%
4,676,407
+242,269
233
$151M 0.06%
2,211,827
-473,698
234
$150M 0.06%
1,359,465
+213,675
235
$148M 0.06%
627,129
-81,165
236
$148M 0.06%
692,958
+36,890
237
$148M 0.06%
1,309,776
+350,065
238
$147M 0.06%
2,371,346
-95,089
239
$147M 0.06%
625,058
-18,182
240
$146M 0.06%
1,650,835
+260,105
241
$146M 0.05%
785,318
-96,023
242
$145M 0.05%
1,799,574
-61,865
243
$145M 0.05%
1,001,407
+6,807
244
$145M 0.05%
4,666,608
+951,096
245
$145M 0.05%
574,988
-44,280
246
$144M 0.05%
6,644,760
+782,633
247
$142M 0.05%
4,282,350
+1,689,800
248
$142M 0.05%
3,957,176
+449,939
249
$142M 0.05%
4,617,489
+584,544
250
$140M 0.05%
25,912,564
+911,475
8 9
10
11 12