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
2501
$1.76M ﹤0.01%
196,487
-13,911
2502
$1.76M ﹤0.01%
12,958
+7,221
2503
$1.75M ﹤0.01%
82,840
-20,382
2504
$1.75M ﹤0.01%
501,510
-76,558
2505
$1.75M ﹤0.01%
142,093
+85,548
2506
$1.75M ﹤0.01%
377,125
-24,720
2507
$1.75M ﹤0.01%
62,313
-6,905
2508
$1.75M ﹤0.01%
35,971
+15,456
2509
$1.75M ﹤0.01%
99,370
+6,516
2510
$1.74M ﹤0.01%
292,230
+14,821
2511
$1.74M ﹤0.01%
80,838
+23,417
2512
$1.74M ﹤0.01%
30,760
-2,310
2513
$1.74M ﹤0.01%
42,272
+156
2514
$1.74M ﹤0.01%
10,547
+952
2515
$1.73M ﹤0.01%
30,624
-33,742
2516
$1.73M ﹤0.01%
58,045
+9,652
2517
$1.73M ﹤0.01%
146,777
-15,645
2518
$1.73M ﹤0.01%
42,472
+35,816
2519
$1.73M ﹤0.01%
96,237
-8,241
2520
$1.73M ﹤0.01%
88,915
-189,000
2521
$1.72M ﹤0.01%
37,431
+24,638
2522
$1.72M ﹤0.01%
58,743
-12,483
2523
$1.72M ﹤0.01%
27,183
+18,713
2524
$1.72M ﹤0.01%
333,426
-95,821
2525
$1.72M ﹤0.01%
82,324
-3,764
99 100
101
102 103