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
551
$44.6M 0.02%
954,843
+620,977
552
$44.5M 0.02%
2,113,360
+414,770
553
$44.5M 0.02%
1,170,993
+168,289
554
$44.2M 0.02%
428,724
+58,272
555
$44M 0.02%
1,048,379
+419,001
556
$43.9M 0.02%
597,184
+2,114
557
$43.8M 0.02%
1,481,048
-330,986
558
$43.8M 0.02%
1,732,742
-855,097
559
$43.7M 0.02%
1,089,612
+96,910
560
$43.3M 0.02%
892,664
+61,148
561
$43.2M 0.02%
846,160
-5,265
562
$43.2M 0.02%
1,647,306
+136,354
563
$43M 0.02%
4,067,845
+28,075
564
$43M 0.02%
200,831
+25,181
565
$42.9M 0.02%
2,261,143
+574,720
566
$42.7M 0.02%
191,714
+2,760
567
$42.5M 0.02%
1,481,845
+546,395
568
$42.4M 0.02%
845,193
-82,793
569
$42.4M 0.02%
542,431
+67,258
570
$42.3M 0.02%
230,051
-56,536
571
$42.2M 0.02%
843,248
+24,960
572
$42.2M 0.02%
182,686
+1,152
573
$42.2M 0.02%
765,113
+393,155
574
$42.2M 0.02%
2,342,348
+608,706
575
$42.1M 0.02%
507,630
+112,999
21 22
23
24 25