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
3476
$469K ﹤0.01%
2,811
-26
3477
$468K ﹤0.01%
19,028
+843
3478
$467K ﹤0.01%
7,781
-641
3479
$467K ﹤0.01%
15,000
-996
3480
$466K ﹤0.01%
40,859
+35,402
3481
$465K ﹤0.01%
36,549
-10,176
3482
$465K ﹤0.01%
2,019
-1,044
3483
$464K ﹤0.01%
5,511
+32
3484
$464K ﹤0.01%
47,612
-4,655
3485
$462K ﹤0.01%
27,999
-717
3486
$461K ﹤0.01%
+2,497
3487
$461K ﹤0.01%
37,049
-2,192
3488
$461K ﹤0.01%
20,174
+17,126
3489
$461K ﹤0.01%
17,553
-2,761
3490
$460K ﹤0.01%
7,733
-4,416
3491
$459K ﹤0.01%
16,956
-570
3492
$459K ﹤0.01%
22,222
-1,355
3493
$458K ﹤0.01%
79,798
-17,332
3494
$458K ﹤0.01%
13,602
-43,871
3495
$458K ﹤0.01%
35,513
-16,391
3496
$457K ﹤0.01%
37,867
-57,620
3497
$456K ﹤0.01%
67,748
-3,771
3498
$456K ﹤0.01%
33,294
-4,096
3499
$455K ﹤0.01%
6,006
-23,509
3500
$455K ﹤0.01%
6,765
+208
138 139
140
141 142