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
276
$122M 0.05%
1,153,625
+123,116
277
$122M 0.05%
2,983,692
+24,588
278
$121M 0.05%
2,029,908
-69,800
279
$121M 0.05%
1,185,400
+150,050
280
$120M 0.05%
543,013
-41,508
281
$117M 0.04%
1,446,768
-8,155
282
$116M 0.04%
2,353,378
+100,685
283
$116M 0.04%
1,135,261
+192,153
284
$114M 0.04%
1,847,168
-54,532
285
$114M 0.04%
1,026,458
-427,638
286
$113M 0.04%
1,926,666
-63,257
287
$113M 0.04%
4,070,103
-1,888,866
288
$111M 0.04%
1,093,723
+32,319
289
$110M 0.04%
1,163,681
+96,168
290
$110M 0.04%
1,630,836
+5,676
291
$110M 0.04%
2,200,206
+64,824
292
$110M 0.04%
578,888
+61,569
293
$109M 0.04%
662,069
-54,107
294
$109M 0.04%
262,467
+29,824
295
$108M 0.04%
554,098
-25,343
296
$108M 0.04%
2,074,330
+653
297
$108M 0.04%
747,166
-662,637
298
$107M 0.04%
6,134,962
-1,113,407
299
$107M 0.04%
2,565,753
+1,543,537
300
$106M 0.04%
1,560,336
+31,170
10 11
12
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