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
2526
$1.72M ﹤0.01%
48,398
-27,505
2527
$1.72M ﹤0.01%
22,661
-2,727
2528
$1.72M ﹤0.01%
32,550
+596
2529
$1.71M ﹤0.01%
32,745
+25,260
2530
$1.71M ﹤0.01%
60,195
-83,162
2531
$1.71M ﹤0.01%
1,741,081
-168,938
2532
$1.7M ﹤0.01%
15,775
-1,002
2533
$1.7M ﹤0.01%
79,457
-11,715
2534
$1.7M ﹤0.01%
55,184
+8,634
2535
$1.7M ﹤0.01%
14,399
+401
2536
$1.7M ﹤0.01%
46,266
-11,334
2537
$1.7M ﹤0.01%
52,099
-1,940
2538
$1.7M ﹤0.01%
351,067
+82,643
2539
$1.69M ﹤0.01%
298,119
+67,447
2540
$1.69M ﹤0.01%
78,142
-14,170
2541
$1.69M ﹤0.01%
32,986
-614
2542
$1.69M ﹤0.01%
259,713
+44,350
2543
$1.69M ﹤0.01%
73,857
-24,326
2544
$1.69M ﹤0.01%
503,731
+180,602
2545
$1.69M ﹤0.01%
225,689
+221,834
2546
$1.68M ﹤0.01%
33,279
+772
2547
$1.67M ﹤0.01%
97,531
-6,169
2548
$1.67M ﹤0.01%
17,406
+5,656
2549
$1.67M ﹤0.01%
130,259
+6,462
2550
$1.67M ﹤0.01%
15,441
-6,722
100 101
102
103 104