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
676
$33.3M 0.01%
790,299
+16,458
677
$33.3M 0.01%
395,801
+266,534
678
$33.1M 0.01%
643,062
-26,400
679
$33.1M 0.01%
270,392
-20,196
680
$33.1M 0.01%
310,669
-7,519
681
$33M 0.01%
2,697,805
-565,071
682
$32.8M 0.01%
640,049
-32,672
683
$32.6M 0.01%
88,235
-48,526
684
$32.6M 0.01%
707,821
+54,181
685
$32.5M 0.01%
449,961
+46,784
686
$32.4M 0.01%
629,738
+59,720
687
$32.3M 0.01%
2,323,703
+1,161,203
688
$32.2M 0.01%
1,290,201
+161,693
689
$32.2M 0.01%
928,564
+4,598
690
$32.2M 0.01%
514,748
+4,892
691
$32.2M 0.01%
288,717
-72,516
692
$32M 0.01%
2,323,764
-499,393
693
$32M 0.01%
302,687
+133,808
694
$31.9M 0.01%
93,835
+12,511
695
$31.9M 0.01%
322,978
+103,608
696
$31.9M 0.01%
1,174,739
+573,536
697
$31.8M 0.01%
66,105
+54,320
698
$31.6M 0.01%
323,475
+211,413
699
$31.6M 0.01%
1,738,784
+401,152
700
$31.5M 0.01%
861,081
-39,448
26 27
28
29 30