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
601
$39.5M 0.01%
4,934,181
-582,776
602
$39.4M 0.01%
449,559
+26,725
603
$39.3M 0.01%
428,345
+95,343
604
$39.2M 0.01%
1,089,903
+4,296
605
$39.1M 0.01%
2,240,694
-21,572
606
$39.1M 0.01%
611,522
-14,888
607
$39.1M 0.01%
890,178
-43,956
608
$39.1M 0.01%
325,790
-21,768
609
$39M 0.01%
2,286,276
+7,736
610
$38.9M 0.01%
1,564,000
+322,700
611
$38.7M 0.01%
448,584
+58,687
612
$38.7M 0.01%
1,403,489
+1,045,149
613
$38.5M 0.01%
889,499
+248,271
614
$38.5M 0.01%
1,456,614
+237,845
615
$38.4M 0.01%
135,530
-180,410
616
$38.4M 0.01%
2,863,045
-268,626
617
$38M 0.01%
969,468
+92,992
618
$38M 0.01%
684,707
+164,229
619
$38M 0.01%
258,761
-105,957
620
$37.8M 0.01%
917,779
+677,968
621
$37.8M 0.01%
670,193
+350,850
622
$37.7M 0.01%
1,211,658
-58,389
623
$37.7M 0.01%
1,876,107
-707,495
624
$37.7M 0.01%
842,347
+193,697
625
$37.7M 0.01%
397,613
-44,082
23 24
25
26 27