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
526
$47.9M 0.02%
1,395,678
-238,031
527
$47.9M 0.02%
887,122
+88,568
528
$47.8M 0.02%
3,290,899
+270,654
529
$47.6M 0.02%
121,029
-6,592
530
$47.5M 0.02%
3,438,514
+1,677,157
531
$47.4M 0.02%
434,853
+15,522
532
$47.2M 0.02%
2,823,960
-901,668
533
$47.1M 0.02%
609,582
+26,347
534
$46.6M 0.02%
3,909,360
+773,271
535
$46.4M 0.02%
2,968,962
+1,558,886
536
$46.4M 0.02%
1,035,851
+105,446
537
$46.3M 0.02%
412,251
+77,007
538
$46.3M 0.02%
1,500,234
-123,006
539
$46.1M 0.02%
624,229
-63,973
540
$45.9M 0.02%
1,922,681
+453,793
541
$45.7M 0.02%
658,594
+13,610
542
$45.7M 0.02%
81,569
-45,315
543
$45.6M 0.02%
832,920
-17,662
544
$45.6M 0.02%
704,398
+262,989
545
$45.2M 0.02%
497,540
-62,485
546
$45.2M 0.02%
11,554,211
+6,977,722
547
$45.1M 0.02%
3,842,136
+1,363,359
548
$44.9M 0.02%
444,548
+175,006
549
$44.9M 0.02%
1,497,780
-46,932
550
$44.8M 0.02%
511,879
+25,862
20 21
22
23 24