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
2701
$1.41M ﹤0.01%
50,205
+8,290
2702
$1.41M ﹤0.01%
26,800
-1,952
2703
$1.41M ﹤0.01%
463,980
-70,584
2704
$1.41M ﹤0.01%
86,513
+77,843
2705
$1.41M ﹤0.01%
19,917
-1,234
2706
$1.4M ﹤0.01%
+93,642
2707
$1.4M ﹤0.01%
215,538
+39,601
2708
$1.4M ﹤0.01%
32,161
+13,886
2709
$1.4M ﹤0.01%
157,831
-10,760
2710
$1.39M ﹤0.01%
22,151
+18,462
2711
$1.39M ﹤0.01%
37,854
+13,252
2712
$1.39M ﹤0.01%
50,025
-4,625
2713
$1.39M ﹤0.01%
37,216
-32,118
2714
$1.39M ﹤0.01%
15,211
-17,871
2715
$1.38M ﹤0.01%
25,106
-7,996
2716
$1.38M ﹤0.01%
119,394
+3,563
2717
$1.38M ﹤0.01%
276,567
+13,240
2718
$1.38M ﹤0.01%
69,742
-53,323
2719
$1.38M ﹤0.01%
67,600
-41,513
2720
$1.37M ﹤0.01%
31,670
+2,396
2721
$1.37M ﹤0.01%
31,565
+12,843
2722
$1.37M ﹤0.01%
197,522
+97,208
2723
$1.36M ﹤0.01%
25,000
2724
$1.36M ﹤0.01%
91,584
-22,795
2725
$1.36M ﹤0.01%
185,054
-2,960
107 108
109
110 111