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
451
$60.6M 0.02%
2,075,334
-81,682
452
$60.4M 0.02%
971,230
-40,965
453
$60.3M 0.02%
1,252,362
+80,006
454
$59.7M 0.02%
365,389
455
$59.4M 0.02%
251,546
+55,633
456
$59.1M 0.02%
1,022,682
+18,540
457
$59M 0.02%
1,274,841
+521,442
458
$58.7M 0.02%
2,266,422
-248,057
459
$58.4M 0.02%
467,914
-20,584
460
$58.1M 0.02%
1,793,725
+206,318
461
$58M 0.02%
2,326,926
-159,353
462
$57.9M 0.02%
984,368
+117,943
463
$57.9M 0.02%
2,211,910
+202,700
464
$57.9M 0.02%
199,823
+72,688
465
$57.8M 0.02%
2,098,987
+197,365
466
$57.7M 0.02%
638,162
+483,304
467
$57.7M 0.02%
1,539,051
+368,355
468
$57.7M 0.02%
374,619
+43,908
469
$57.6M 0.02%
205,008
+32,559
470
$57.5M 0.02%
1,560,075
+418,830
471
$57.3M 0.02%
1,262,040
-37,000
472
$57.2M 0.02%
4,251,334
+63,259
473
$57M 0.02%
533,511
-6,511
474
$56.7M 0.02%
143,504
+50,625
475
$56.7M 0.02%
441,947
+94,441
17 18
19
20 21