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
351
$87.1M 0.03%
1,854,823
-5,480
352
$86.5M 0.03%
1,556,210
-32,711
353
$86.3M 0.03%
1,572,149
-176,986
354
$85.3M 0.03%
2,388,217
-19,585
355
$84.2M 0.03%
1,319,260
-23,847
356
$84M 0.03%
1,547,453
+173,847
357
$83.7M 0.03%
1,881,071
-12,558,969
358
$83M 0.03%
3,083,139
-179,688
359
$82.4M 0.03%
250,205
+26,284
360
$82.1M 0.03%
1,972,769
+1,124,156
361
$81.5M 0.03%
2,343,302
+277,570
362
$81.3M 0.03%
1,607,086
+1,095,487
363
$81.1M 0.03%
2,111,575
+31,653
364
$80.9M 0.03%
776,062
+77,077
365
$80.8M 0.03%
915,610
-66,980
366
$80.3M 0.03%
46,945
+483
367
$80.3M 0.03%
805,425
+209,165
368
$80.1M 0.03%
2,111,253
-405,625
369
$79.2M 0.03%
1,273,199
+110,590
370
$78.8M 0.03%
793,339
-4,394
371
$78M 0.03%
3,678,124
+1,313,969
372
$77.4M 0.03%
1,346,068
-7,139
373
$77.3M 0.03%
2,640,581
+150,412
374
$76.6M 0.03%
693,130
+89,967
375
$75.7M 0.03%
3,023,898
+51,120
13 14
15
16 17