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
326
$95.6M 0.04%
454,668
-962
327
$95.2M 0.04%
687,856
+96,571
328
$95M 0.04%
3,306,108
+325,055
329
$95M 0.04%
449,882
+245,990
330
$94.7M 0.04%
7,136,190
+22,398
331
$94.3M 0.04%
1,665,077
+1,428,867
332
$94.2M 0.04%
2,305,699
+1,077,437
333
$94M 0.04%
150,489
+48,614
334
$93.6M 0.04%
1,802,306
+44,022
335
$93.3M 0.04%
718,959
+15,564
336
$92.7M 0.04%
1,664,116
-112,384
337
$92.5M 0.03%
989,576
+151,214
338
$92.1M 0.03%
2,759,946
-127,690
339
$92.1M 0.03%
1,122,933
-151,731
340
$91.9M 0.03%
1,127,070
-28,867
341
$90.1M 0.03%
897,130
-265,703
342
$90.1M 0.03%
1,927,261
+42,729
343
$89.6M 0.03%
2,257,578
+227,417
344
$89.2M 0.03%
296,628
+17,846
345
$88.9M 0.03%
2,625,326
-82,314
346
$88.9M 0.03%
4,804,998
+306,114
347
$88.7M 0.03%
1,352,954
+253,807
348
$88.5M 0.03%
2,535,865
+2,488,422
349
$88.1M 0.03%
542,111
-765,284
350
$87.9M 0.03%
1,511,004
+138,032
12 13
14
15 16