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
301
$105M 0.04%
2,824,339
+727,970
302
$103M 0.04%
851,023
+171,852
303
$103M 0.04%
4,377,740
+443,945
304
$103M 0.04%
1,734,282
+348,900
305
$103M 0.04%
1,899,628
+245,010
306
$103M 0.04%
6,985,801
+586,919
307
$101M 0.04%
2,016,333
-1,413
308
$101M 0.04%
1,285,759
+136,094
309
$101M 0.04%
1,953,699
+752,992
310
$100M 0.04%
875,531
+416,889
311
$99.6M 0.04%
3,261,687
+942,832
312
$99.2M 0.04%
1,559,243
+68,051
313
$98.7M 0.04%
1,671,215
+33,806
314
$98.7M 0.04%
1,271,342
+616,852
315
$98.7M 0.04%
897,565
+291,718
316
$98.2M 0.04%
1,280,234
+42,931
317
$98.2M 0.04%
552,783
+151,918
318
$97.9M 0.04%
1,800,949
+139,789
319
$97.5M 0.04%
1,712,383
-252,330
320
$97.2M 0.04%
127,867
+75,643
321
$97.2M 0.04%
696,539
-187,566
322
$96.7M 0.04%
5,786,445
+1,385,249
323
$96.4M 0.04%
1,197,903
+20,867
324
$96.3M 0.04%
1,650,431
+60,918
325
$95.6M 0.04%
1,505,907
+251,357
11 12
13
14 15