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
2651
$1.5M ﹤0.01%
49,913
+23,810
2652
$1.5M ﹤0.01%
72,234
+10,656
2653
$1.5M ﹤0.01%
24,850
+11,912
2654
$1.49M ﹤0.01%
83,444
-3,502
2655
$1.49M ﹤0.01%
36,603
-12,803
2656
$1.49M ﹤0.01%
276,920
-16,765
2657
$1.49M ﹤0.01%
254,998
+43,898
2658
$1.49M ﹤0.01%
97,299
+63,352
2659
$1.49M ﹤0.01%
56,158
+54,133
2660
$1.48M ﹤0.01%
115,185
-3,556
2661
$1.48M ﹤0.01%
55,327
-9,895
2662
$1.48M ﹤0.01%
135,437
-134,714
2663
$1.48M ﹤0.01%
33,472
+2,433
2664
$1.47M ﹤0.01%
26,985
-1,537
2665
$1.47M ﹤0.01%
33,209
-13,078
2666
$1.47M ﹤0.01%
30,664
+17,753
2667
$1.47M ﹤0.01%
24,523
-25,694
2668
$1.47M ﹤0.01%
28,168
+26,004
2669
$1.47M ﹤0.01%
51,421
+13,988
2670
$1.47M ﹤0.01%
123,099
-118,852
2671
$1.47M ﹤0.01%
200,777
-2,980
2672
$1.47M ﹤0.01%
154,862
+1,238
2673
$1.46M ﹤0.01%
106,182
-61
2674
$1.46M ﹤0.01%
67,228
+51,583
2675
$1.46M ﹤0.01%
238,084
+72,334
105 106
107
108 109