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
3401
$516K ﹤0.01%
33,903
-1,010
3402
$516K ﹤0.01%
23,064
+959
3403
$515K ﹤0.01%
35,428
-146,169
3404
$515K ﹤0.01%
11,898
-378
3405
$515K ﹤0.01%
58,327
-7,085
3406
$514K ﹤0.01%
227,222
+33,139
3407
$514K ﹤0.01%
12,967
-18,640
3408
$514K ﹤0.01%
140,388
+30,464
3409
$514K ﹤0.01%
11,937
+11,666
3410
$514K ﹤0.01%
19,673
-2,588
3411
$513K ﹤0.01%
90,042
-4,594
3412
$512K ﹤0.01%
24,874
-16,737
3413
$511K ﹤0.01%
18,080
-5,347
3414
$510K ﹤0.01%
18,780
-4,772
3415
$510K ﹤0.01%
92,447
+12,576
3416
$510K ﹤0.01%
5,499
-3,254
3417
$510K ﹤0.01%
31,216
-10,027
3418
$508K ﹤0.01%
59,601
-23,798
3419
$508K ﹤0.01%
100,062
+64,873
3420
$508K ﹤0.01%
39,318
+10,101
3421
$508K ﹤0.01%
+50,000
3422
$507K ﹤0.01%
76,405
-18,433
3423
$507K ﹤0.01%
3,657
-4,304
3424
$506K ﹤0.01%
30,578
+16,548
3425
$506K ﹤0.01%
13,440
-1,277
135 136
137
138 139