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
2676
$1.45M ﹤0.01%
78,566
+58,884
2677
$1.45M ﹤0.01%
22,473
+20,589
2678
$1.45M ﹤0.01%
33,048
-508
2679
$1.45M ﹤0.01%
51,856
+27,045
2680
$1.44M ﹤0.01%
49,923
+17,712
2681
$1.44M ﹤0.01%
24,281
+17,942
2682
$1.44M ﹤0.01%
185,544
+3,764
2683
$1.44M ﹤0.01%
44,237
+3,066
2684
$1.44M ﹤0.01%
70,481
-117,591
2685
$1.43M ﹤0.01%
74,007
+18,186
2686
$1.43M ﹤0.01%
20,907
-5,118
2687
$1.43M ﹤0.01%
30,664
-883
2688
$1.43M ﹤0.01%
34,387
+6,871
2689
$1.43M ﹤0.01%
101,664
+86,778
2690
$1.43M ﹤0.01%
33,138
+25,334
2691
$1.43M ﹤0.01%
24,230
+16,672
2692
$1.43M ﹤0.01%
5,995
-1,876
2693
$1.43M ﹤0.01%
40,326
-2,376
2694
$1.42M ﹤0.01%
36,217
-11,480
2695
$1.42M ﹤0.01%
156,620
-24,400
2696
$1.42M ﹤0.01%
64,529
+10,000
2697
$1.42M ﹤0.01%
15,792
-5,246
2698
$1.41M ﹤0.01%
76,121
-9,269
2699
$1.41M ﹤0.01%
46,921
-142,223
2700
$1.41M ﹤0.01%
93,915
+20,056
106 107
108
109 110