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
751
$28.4M 0.01%
101,483
+81,223
752
$28.2M 0.01%
698,615
-17,059
753
$28.1M 0.01%
932,466
+288,643
754
$28M 0.01%
23,790
+790
755
$28M 0.01%
352,034
+119,479
756
$28M 0.01%
970,862
-4,022,740
757
$28M 0.01%
332,284
+20,754
758
$27.9M 0.01%
5,588,466
-2,422,562
759
$27.9M 0.01%
345,271
+361
760
$27.8M 0.01%
788,866
-48,290
761
$27.8M 0.01%
273,857
+2,470
762
$27.7M 0.01%
523,733
-9,810
763
$27.6M 0.01%
354,409
+22,788
764
$27.6M 0.01%
1,450,015
-476,687
765
$27.6M 0.01%
749,709
-43,482
766
$27.4M 0.01%
82,029
+62,306
767
$27.4M 0.01%
269,123
-20,854
768
$27.4M 0.01%
1,745,684
+124,994
769
$27.4M 0.01%
1,862,472
+55,950
770
$27.4M 0.01%
446,295
+62,242
771
$27.3M 0.01%
369,039
-4,547
772
$27.2M 0.01%
448,460
+79,341
773
$27.1M 0.01%
1,001,466
+542,236
774
$27M 0.01%
1,281,555
-100,476
775
$27M 0.01%
267,876
-57,106
29 30
31
32 33