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
876
$21.7M 0.01%
376,276
+177,235
877
$21.6M 0.01%
403,075
-19,960
878
$21.5M 0.01%
68,977
-4,513
879
$21.4M 0.01%
115,718
+28,645
880
$21.4M 0.01%
682,851
+175,348
881
$21.4M 0.01%
275,292
+141,208
882
$21.3M 0.01%
139,455
+38,726
883
$21.2M 0.01%
251,548
+33,024
884
$21.2M 0.01%
783,365
-158,675
885
$21.2M 0.01%
60,701
+21,956
886
$21.1M 0.01%
1,155,422
+303,735
887
$21M 0.01%
422,643
-636
888
$21M 0.01%
879,597
+247,941
889
$21M 0.01%
62,565
-96
890
$21M 0.01%
755,732
+114,530
891
$20.9M 0.01%
918,885
-1,700
892
$20.9M 0.01%
292,504
+131,886
893
$20.9M 0.01%
1,916,801
+416,394
894
$20.8M 0.01%
457,742
-18,902
895
$20.7M 0.01%
86,729
+48,700
896
$20.6M 0.01%
581,724
-156,619
897
$20.6M 0.01%
484,252
+205,403
898
$20.6M 0.01%
177,006
+43,717
899
$20.5M 0.01%
353,330
-26,481
900
$20.4M 0.01%
2,239,466
-782,924
34 35
36
37 38