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
2726
$1.35M ﹤0.01%
169,289
+51,395
2727
$1.35M ﹤0.01%
31,072
+1,874
2728
$1.35M ﹤0.01%
60,247
-8,178
2729
$1.35M ﹤0.01%
297,658
+4,678
2730
$1.35M ﹤0.01%
28,625
+8,485
2731
$1.34M ﹤0.01%
84,818
+52,144
2732
$1.34M ﹤0.01%
97,139
+13,940
2733
$1.34M ﹤0.01%
12,213
-116
2734
$1.34M ﹤0.01%
28,727
-37,116
2735
$1.34M ﹤0.01%
21,867
-38,660
2736
$1.33M ﹤0.01%
485,266
-838,930
2737
$1.33M ﹤0.01%
21,304
-13,101
2738
$1.33M ﹤0.01%
250,918
-88,853
2739
$1.33M ﹤0.01%
22,646
-40,059
2740
$1.33M ﹤0.01%
22,922
+8,274
2741
$1.32M ﹤0.01%
21,836
-8,458
2742
$1.32M ﹤0.01%
54,836
+12,360
2743
$1.32M ﹤0.01%
70,577
-60,983
2744
$1.32M ﹤0.01%
7,371
+5,258
2745
$1.32M ﹤0.01%
244
+182
2746
$1.31M ﹤0.01%
54,963
-31,910
2747
$1.31M ﹤0.01%
24,304
+5,121
2748
$1.31M ﹤0.01%
65,077
+28,799
2749
$1.31M ﹤0.01%
52,870
+37,900
2750
$1.3M ﹤0.01%
37,824
-2,155
108 109
110
111 112