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
2826
$1.16M ﹤0.01%
54,125
-4,795
2827
$1.16M ﹤0.01%
30,684
-41
2828
$1.15M ﹤0.01%
17,348
-1,131
2829
$1.15M ﹤0.01%
103,118
+33,171
2830
$1.15M ﹤0.01%
29,321
+22,785
2831
$1.14M ﹤0.01%
31,208
-5,776
2832
$1.14M ﹤0.01%
52,028
+40,575
2833
$1.14M ﹤0.01%
7,393
+3,751
2834
$1.14M ﹤0.01%
110,251
+9,422
2835
$1.14M ﹤0.01%
98,868
+477
2836
$1.13M ﹤0.01%
39,166
+30,630
2837
$1.13M ﹤0.01%
72,986
-1,728
2838
$1.13M ﹤0.01%
19,820
-1,341
2839
$1.13M ﹤0.01%
17,369
+3,695
2840
$1.13M ﹤0.01%
246,175
-145,721
2841
$1.13M ﹤0.01%
61,134
-1,010
2842
$1.13M ﹤0.01%
8,561
+781
2843
$1.13M ﹤0.01%
36,695
+5,650
2844
$1.13M ﹤0.01%
8,106
+3,701
2845
$1.12M ﹤0.01%
2,971
-723
2846
$1.12M ﹤0.01%
158,203
+148,508
2847
$1.12M ﹤0.01%
40,911
-6,677
2848
$1.12M ﹤0.01%
20,045
-837
2849
$1.12M ﹤0.01%
68,866
-454
2850
$1.11M ﹤0.01%
699,248
+616,697
112 113
114
115 116