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
2801
$1.22M ﹤0.01%
71,889
+11,272
2802
$1.22M ﹤0.01%
131,948
+2,385
2803
$1.21M ﹤0.01%
418,771
+17,604
2804
$1.21M ﹤0.01%
42,954
-374
2805
$1.21M ﹤0.01%
15,502
-3,452
2806
$1.21M ﹤0.01%
93,898
+69,233
2807
$1.2M ﹤0.01%
46,948
+9,599
2808
$1.2M ﹤0.01%
150,353
+58,442
2809
$1.2M ﹤0.01%
151,898
+2,321
2810
$1.2M ﹤0.01%
186,400
-9,216
2811
$1.19M ﹤0.01%
45,769
+34,985
2812
$1.19M ﹤0.01%
146,332
+1,528
2813
$1.19M ﹤0.01%
6,610
-5,607
2814
$1.19M ﹤0.01%
72,945
+56,529
2815
$1.18M ﹤0.01%
38,648
+32,635
2816
$1.18M ﹤0.01%
74,360
+51,051
2817
$1.18M ﹤0.01%
19,552
-1,867
2818
$1.18M ﹤0.01%
35,945
-68,165
2819
$1.18M ﹤0.01%
15,495
+5,435
2820
$1.18M ﹤0.01%
40,467
-4,018
2821
$1.17M ﹤0.01%
94,674
+93,253
2822
$1.17M ﹤0.01%
64,853
-516
2823
$1.17M ﹤0.01%
168,443
-6,788
2824
$1.16M ﹤0.01%
28,539
-852
2825
$1.16M ﹤0.01%
87,967
+3,972
111 112
113
114 115