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
2551
$1.67M ﹤0.01%
72,062
-3,803
2552
$1.66M ﹤0.01%
38,914
-2,709
2553
$1.66M ﹤0.01%
40,572
-4,602
2554
$1.66M ﹤0.01%
57,442
+3,509
2555
$1.66M ﹤0.01%
52,738
+24,111
2556
$1.66M ﹤0.01%
295,316
-43,794
2557
$1.66M ﹤0.01%
110,666
+102,725
2558
$1.66M ﹤0.01%
178,743
-24,338
2559
$1.65M ﹤0.01%
105,780
+39,655
2560
$1.65M ﹤0.01%
174,347
-133,709
2561
$1.65M ﹤0.01%
148,263
+17,196
2562
$1.65M ﹤0.01%
117,590
-5,773
2563
$1.65M ﹤0.01%
46,146
-4,422
2564
$1.65M ﹤0.01%
29,159
+8,841
2565
$1.64M ﹤0.01%
118,010
-15,890
2566
$1.64M ﹤0.01%
66,901
-55,429
2567
$1.64M ﹤0.01%
41,191
-1,873
2568
$1.63M ﹤0.01%
158,028
-111,107
2569
$1.63M ﹤0.01%
139,556
+117,694
2570
$1.63M ﹤0.01%
20,446
+4,597
2571
$1.63M ﹤0.01%
217,277
-41,993
2572
$1.63M ﹤0.01%
25,599
+4,920
2573
$1.63M ﹤0.01%
28,804
-6,248
2574
$1.63M ﹤0.01%
24,105
-106,774
2575
$1.62M ﹤0.01%
143,178
+129,404
101 102
103
104 105