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
476
$56.6M 0.02%
9,472,737
-943,736
477
$56.4M 0.02%
207,271
-59,517
478
$56.3M 0.02%
1,582,079
+163,611
479
$56.2M 0.02%
1,316,540
+50,708
480
$56.1M 0.02%
945,336
+154,126
481
$56.1M 0.02%
424,152
+13,032
482
$56M 0.02%
2,548,359
+78,846
483
$55.7M 0.02%
670,746
-103,070
484
$55.6M 0.02%
347,276
+78,361
485
$55.4M 0.02%
1,612,791
+291,854
486
$54.9M 0.02%
2,145,887
+161,351
487
$54.7M 0.02%
736,903
-120,686
488
$54.5M 0.02%
142,510
-13,376
489
$54.4M 0.02%
364,932
+47,506
490
$54.3M 0.02%
1,493,827
+433,266
491
$54M 0.02%
2,484,475
+95,684
492
$53.9M 0.02%
509,014
+80,841
493
$53.8M 0.02%
364,305
+9,892
494
$53.7M 0.02%
1,495,835
+120,825
495
$53.3M 0.02%
454,852
-24,006
496
$53.3M 0.02%
1,009,564
+693,553
497
$52.9M 0.02%
547,601
-7,167
498
$52.8M 0.02%
1,614,637
+89,621
499
$52.7M 0.02%
1,010,852
-762
500
$52.6M 0.02%
351,733
-117,731
18 19
20
21 22