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
3576
$397K ﹤0.01%
15,953
-57,633
3577
$394K ﹤0.01%
18,276
-5,093
3578
$393K ﹤0.01%
35,348
-7,245
3579
$393K ﹤0.01%
7,492
-711
3580
$392K ﹤0.01%
23,190
-31,083
3581
$392K ﹤0.01%
6,887
+6,458
3582
$392K ﹤0.01%
2,279
+1,163
3583
$391K ﹤0.01%
71,932
+23,390
3584
$390K ﹤0.01%
51,860
+20,448
3585
$390K ﹤0.01%
25,073
+2,357
3586
$389K ﹤0.01%
10,059
-18,200
3587
$385K ﹤0.01%
18,383
+397
3588
$384K ﹤0.01%
11,965
-597
3589
$382K ﹤0.01%
23,506
+15,216
3590
$382K ﹤0.01%
+35,000
3591
$382K ﹤0.01%
30,809
+28,878
3592
$381K ﹤0.01%
11,463
+142
3593
$380K ﹤0.01%
10,047
-960
3594
$380K ﹤0.01%
17,217
-137,897
3595
$380K ﹤0.01%
41,356
+17,272
3596
$379K ﹤0.01%
16,650
-25,372
3597
$377K ﹤0.01%
56,680
-5,613
3598
$375K ﹤0.01%
30,039
-3,260
3599
$375K ﹤0.01%
38,218
+1,318
3600
$374K ﹤0.01%
13,469
-12,883
142 143
144
145 146