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
2601
$1.58M ﹤0.01%
52,933
+8,235
2602
$1.58M ﹤0.01%
120,194
+15,107
2603
$1.58M ﹤0.01%
92,565
+66,831
2604
$1.58M ﹤0.01%
92,114
-12,346
2605
$1.58M ﹤0.01%
30,863
+15,558
2606
$1.57M ﹤0.01%
118,230
+5,471
2607
$1.57M ﹤0.01%
80,996
+29,842
2608
$1.57M ﹤0.01%
64,088
+26,215
2609
$1.57M ﹤0.01%
25,488
+13,051
2610
$1.57M ﹤0.01%
30,446
+12,342
2611
$1.57M ﹤0.01%
128,183
+119,175
2612
$1.56M ﹤0.01%
125,282
-148,808
2613
$1.56M ﹤0.01%
49,299
+1,083
2614
$1.56M ﹤0.01%
27,403
+3,979
2615
$1.56M ﹤0.01%
36,508
-13,028
2616
$1.56M ﹤0.01%
33,456
-80,248
2617
$1.56M ﹤0.01%
16,185
-43,031
2618
$1.55M ﹤0.01%
43,570
+30,230
2619
$1.55M ﹤0.01%
20,564
-1,960
2620
$1.55M ﹤0.01%
688,594
-229,288
2621
$1.55M ﹤0.01%
27,089
-5,306
2622
$1.54M ﹤0.01%
138,775
-237,776
2623
$1.54M ﹤0.01%
33,743
-7,245
2624
$1.54M ﹤0.01%
170,545
+18,736
2625
$1.54M ﹤0.01%
61,476
-23,021
103 104
105
106 107