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
3951
$213K ﹤0.01%
12,678
+1,748
3952
$213K ﹤0.01%
13,739
-14,942
3953
$213K ﹤0.01%
1,125
+197
3954
$213K ﹤0.01%
11,165
-5,921
3955
$212K ﹤0.01%
13,357
-15,505
3956
$212K ﹤0.01%
23,810
+19,810
3957
$211K ﹤0.01%
7,501
-3,414
3958
$211K ﹤0.01%
5,614
-2,747
3959
$211K ﹤0.01%
8,342
+6,602
3960
$210K ﹤0.01%
18,465
-7,166
3961
$209K ﹤0.01%
6,571
-2,709
3962
$208K ﹤0.01%
28,201
-92
3963
$208K ﹤0.01%
8,201
-17,896
3964
$208K ﹤0.01%
16,828
+1,665
3965
$208K ﹤0.01%
10,950
-760
3966
$206K ﹤0.01%
4,022
-2,229
3967
$206K ﹤0.01%
52,637
-12,913
3968
$206K ﹤0.01%
9,860
+670
3969
$206K ﹤0.01%
10,736
-2,193
3970
$205K ﹤0.01%
10,943
-3,261
3971
$205K ﹤0.01%
10,327
-9,030
3972
$205K ﹤0.01%
418
+247
3973
$205K ﹤0.01%
13,810
-631
3974
$204K ﹤0.01%
5,495
-883
3975
$204K ﹤0.01%
2,150
+1,932
157 158
159
160 161