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
901
$20.4M 0.01%
413,458
+70,287
902
$20.4M 0.01%
453,593
-97,753
903
$20.3M 0.01%
287,531
+14,974
904
$20.3M 0.01%
344,885
+119,436
905
$20.2M 0.01%
488,557
+7,419
906
$20.2M 0.01%
555,701
+5,192
907
$20.2M 0.01%
1,218,309
-742,577
908
$20.1M 0.01%
234,296
-80,842
909
$20.1M 0.01%
207,410
-2,794
910
$20.1M 0.01%
763,394
-1,404,972
911
$20.1M 0.01%
801,288
+357,584
912
$20.1M 0.01%
895,378
+5,243
913
$20M 0.01%
589,150
-12,595
914
$20M 0.01%
145,198
-21,975
915
$20M 0.01%
550,256
-6,405
916
$19.9M 0.01%
1,002,996
+413,578
917
$19.8M 0.01%
215,795
-70,907
918
$19.8M 0.01%
1,469,934
-2,848
919
$19.7M 0.01%
438,234
-901
920
$19.6M 0.01%
369,321
+37,656
921
$19.6M 0.01%
77,607
+13,009
922
$19.6M 0.01%
1,088,209
-262,068
923
$19.4M 0.01%
584,562
+16,301
924
$19.4M 0.01%
234,680
+104,852
925
$19.4M 0.01%
359,893
+139,954
35 36
37
38 39