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
2576
$1.62M ﹤0.01%
145,897
-176,342
2577
$1.62M ﹤0.01%
82,432
+19,820
2578
$1.62M ﹤0.01%
146,826
-8,810
2579
$1.62M ﹤0.01%
99,395
+37,802
2580
$1.61M ﹤0.01%
51,695
-431,672
2581
$1.61M ﹤0.01%
17,191
+13,559
2582
$1.61M ﹤0.01%
37,127
-5,257
2583
$1.61M ﹤0.01%
414,781
-23,203
2584
$1.61M ﹤0.01%
26,476
-444
2585
$1.61M ﹤0.01%
31,816
-4,727
2586
$1.61M ﹤0.01%
18,581
-996
2587
$1.61M ﹤0.01%
40,967
-6,351
2588
$1.61M ﹤0.01%
43,481
+13,062
2589
$1.6M ﹤0.01%
307,371
+59,803
2590
$1.6M ﹤0.01%
91,589
+5,835
2591
$1.6M ﹤0.01%
158,958
-531
2592
$1.6M ﹤0.01%
185,084
-118,469
2593
$1.6M ﹤0.01%
31,372
+1,433
2594
$1.6M ﹤0.01%
30,573
-1,962
2595
$1.6M ﹤0.01%
47,520
+1,963
2596
$1.6M ﹤0.01%
76,191
+17,819
2597
$1.6M ﹤0.01%
55,106
+7,894
2598
$1.59M ﹤0.01%
63,950
+21,348
2599
$1.59M ﹤0.01%
139,934
-1,653
2600
$1.58M ﹤0.01%
28,123
-28,688
102 103
104
105 106