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
501
$52.4M 0.02%
1,113,466
-74,688
502
$52.2M 0.02%
495,812
+40,051
503
$52.1M 0.02%
944,230
-30,408
504
$52.1M 0.02%
314,657
+28,297
505
$52M 0.02%
1,796,799
-227,993
506
$51.8M 0.02%
846,656
-121,408
507
$50.9M 0.02%
747,945
-18,595
508
$50.8M 0.02%
3,579,267
+2,499,526
509
$50.8M 0.02%
983,348
+61,192
510
$50.6M 0.02%
1,072,746
+210,427
511
$50.3M 0.02%
430,886
-178,697
512
$50.3M 0.02%
1,912,424
-175,136
513
$50M 0.02%
1,962,227
+314,201
514
$50M 0.02%
801,103
-55,182
515
$49.8M 0.02%
2,057,956
-223,578
516
$49.5M 0.02%
1,904,893
-106,806
517
$49.4M 0.02%
653,167
+106,836
518
$49.1M 0.02%
1,446,671
+465,720
519
$48.8M 0.02%
1,160,253
-96,675
520
$48.4M 0.02%
334,355
+4,748
521
$48.1M 0.02%
1,574,258
-619,778
522
$48M 0.02%
522,621
-2,448
523
$48M 0.02%
1,406,842
-177,276
524
$47.9M 0.02%
1,909,279
+18,963
525
$47.9M 0.02%
312,140
-41,275
19 20
21
22 23