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
2776
$1.26M ﹤0.01%
32,092
+2,408
2777
$1.25M ﹤0.01%
30,378
+5,951
2778
$1.25M ﹤0.01%
25,628
-10,943
2779
$1.25M ﹤0.01%
33,319
+48
2780
$1.25M ﹤0.01%
97,178
-618
2781
$1.25M ﹤0.01%
6,736
+6,283
2782
$1.24M ﹤0.01%
102,988
+88,728
2783
$1.24M ﹤0.01%
2,024
+1,400
2784
$1.24M ﹤0.01%
30,510
+470
2785
$1.24M ﹤0.01%
52,829
+572
2786
$1.24M ﹤0.01%
53,846
+42,338
2787
$1.24M ﹤0.01%
107,775
+225
2788
$1.24M ﹤0.01%
83,105
+15,007
2789
$1.24M ﹤0.01%
36,126
-918
2790
$1.24M ﹤0.01%
15,708
-1,217
2791
$1.24M ﹤0.01%
77,032
+27,894
2792
$1.23M ﹤0.01%
142,620
+38,654
2793
$1.23M ﹤0.01%
55,923
-15,405
2794
$1.23M ﹤0.01%
43,883
-28,946
2795
$1.23M ﹤0.01%
20,807
+4,125
2796
$1.22M ﹤0.01%
82,774
+80,249
2797
$1.22M ﹤0.01%
219,525
+5,839
2798
$1.22M ﹤0.01%
48,505
-4,648
2799
$1.22M ﹤0.01%
12,498
-97,450
2800
$1.22M ﹤0.01%
19,282
+166
110 111
112
113 114