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
2476
$1.83M ﹤0.01%
19,995
+18,056
2477
$1.83M ﹤0.01%
44,157
+23,770
2478
$1.82M ﹤0.01%
273,956
-28,701
2479
$1.82M ﹤0.01%
174,137
-349,625
2480
$1.82M ﹤0.01%
153,102
+13,578
2481
$1.82M ﹤0.01%
43,061
+17,339
2482
$1.81M ﹤0.01%
157,759
-2,669
2483
$1.81M ﹤0.01%
112,459
+81,904
2484
$1.81M ﹤0.01%
202,969
+67,519
2485
$1.8M ﹤0.01%
82,701
+77,328
2486
$1.8M ﹤0.01%
14,233
-18,261
2487
$1.8M ﹤0.01%
341,127
+114,135
2488
$1.79M ﹤0.01%
224,010
+17,456
2489
$1.79M ﹤0.01%
13,737
-1,978
2490
$1.79M ﹤0.01%
34,551
+3,977
2491
$1.79M ﹤0.01%
102,967
+14,870
2492
$1.78M ﹤0.01%
51,162
+9,670
2493
$1.78M ﹤0.01%
72,958
+46,309
2494
$1.78M ﹤0.01%
83,179
+44,023
2495
$1.78M ﹤0.01%
+92,124
2496
$1.77M ﹤0.01%
48,978
-8,980
2497
$1.77M ﹤0.01%
23,091
+724
2498
$1.76M ﹤0.01%
72,468
-21,416
2499
$1.76M ﹤0.01%
32,937
+2,952
2500
$1.76M ﹤0.01%
303,033
+7,977
98 99
100
101 102