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
2626
$1.54M ﹤0.01%
59,001
+49,189
2627
$1.54M ﹤0.01%
123,108
-32,222
2628
$1.54M ﹤0.01%
270,634
+11,065
2629
$1.54M ﹤0.01%
128,039
+21,287
2630
$1.54M ﹤0.01%
32,352
-3,342
2631
$1.53M ﹤0.01%
127,309
-9,191
2632
$1.53M ﹤0.01%
73,792
+1,649
2633
$1.53M ﹤0.01%
69,375
-48,153
2634
$1.52M ﹤0.01%
40,532
-5,248
2635
$1.52M ﹤0.01%
49,569
+49,010
2636
$1.52M ﹤0.01%
5,963
-377
2637
$1.52M ﹤0.01%
30,671
+20,789
2638
$1.51M ﹤0.01%
406,261
-4,101
2639
$1.51M ﹤0.01%
45,184
+20,765
2640
$1.51M ﹤0.01%
185,756
+150,302
2641
$1.51M ﹤0.01%
156,498
+148,056
2642
$1.5M ﹤0.01%
2,403
-247
2643
$1.5M ﹤0.01%
75,536
-10,204
2644
$1.5M ﹤0.01%
48,879
-1,774
2645
$1.5M ﹤0.01%
54,910
+42,885
2646
$1.5M ﹤0.01%
275,044
+59,368
2647
$1.5M ﹤0.01%
79,356
-15,417
2648
$1.5M ﹤0.01%
865,625
-64,983
2649
$1.5M ﹤0.01%
24,902
-13,516
2650
$1.5M ﹤0.01%
18,601
+5,299
104 105
106
107 108