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
401
$71M 0.03%
2,175,315
-227,892
402
$70.9M 0.03%
779,841
-12,834
403
$70.9M 0.03%
2,318,219
+401,632
404
$70.6M 0.03%
2,510,486
+1,008,885
405
$70.5M 0.03%
416,192
+17,366
406
$70.4M 0.03%
1,206,924
-452,574
407
$70.3M 0.03%
1,870,232
+218,813
408
$70.2M 0.03%
863,387
+164,691
409
$70M 0.03%
319,494
+70,536
410
$69.7M 0.03%
323,828
+42,329
411
$69M 0.03%
218,620
-554
412
$69M 0.03%
146,681
-12,927
413
$68.8M 0.03%
1,267,157
+170,189
414
$68.4M 0.03%
191,762
+40,636
415
$68.3M 0.03%
4,368,490
+678,227
416
$68.3M 0.03%
1,074,632
+111,187
417
$68M 0.03%
1,284,018
-177,939
418
$67.8M 0.03%
1,366,915
-25,217
419
$67.7M 0.03%
437,031
-11,675
420
$67.5M 0.03%
1,225,871
+298,491
421
$67.2M 0.03%
395,419
+78,670
422
$67.1M 0.03%
1,053,518
+125,881
423
$66.9M 0.03%
1,133,432
-213,350
424
$66.8M 0.03%
458,825
+45,806
425
$66.7M 0.03%
403,675
-213,465
15 16
17
18 19