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
2751
$1.3M ﹤0.01%
106,168
-172,696
2752
$1.3M ﹤0.01%
30,431
-3,637
2753
$1.3M ﹤0.01%
17,419
+360
2754
$1.3M ﹤0.01%
+25,000
2755
$1.3M ﹤0.01%
24,736
-264
2756
$1.3M ﹤0.01%
26,678
+3,666
2757
$1.3M ﹤0.01%
37,226
+29,882
2758
$1.29M ﹤0.01%
95,509
+30,771
2759
$1.29M ﹤0.01%
127,933
+20,749
2760
$1.29M ﹤0.01%
69,979
+24,243
2761
$1.29M ﹤0.01%
48,808
+45,608
2762
$1.29M ﹤0.01%
20,503
-40,817
2763
$1.28M ﹤0.01%
68,451
+37,023
2764
$1.28M ﹤0.01%
528,043
+7,250
2765
$1.28M ﹤0.01%
56,232
+3,668
2766
$1.28M ﹤0.01%
68,234
-25,176
2767
$1.28M ﹤0.01%
123,829
+470
2768
$1.27M ﹤0.01%
143,056
-24,428
2769
$1.27M ﹤0.01%
54,798
-9,828
2770
$1.27M ﹤0.01%
94,090
+11,714
2771
$1.27M ﹤0.01%
76,191
+1,635
2772
$1.27M ﹤0.01%
137,595
+44,997
2773
$1.26M ﹤0.01%
36,819
+660
2774
$1.26M ﹤0.01%
25,000
-28
2775
$1.26M ﹤0.01%
130,455
-5,112
109 110
111
112 113