UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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 7.78%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$484M 0.18%
4,449,445
-54,694
102
$471M 0.18%
4,000,931
-165,810
103
$467M 0.18%
2,982,750
-87,204
104
$456M 0.17%
4,557,723
+85,072
105
$439M 0.17%
7,357,375
+488,242
106
$436M 0.16%
2,964,622
+978,995
107
$435M 0.16%
6,167,377
-623,262
108
$426M 0.16%
2,161,615
-295,680
109
$424M 0.16%
2,881,325
-137,064
110
$414M 0.16%
7,442,344
-197,181
111
$403M 0.15%
2,559,522
+27,205
112
$400M 0.15%
4,954,324
+128,816
113
$398M 0.15%
3,905,399
+259,812
114
$395M 0.15%
6,767,809
-747,479
115
$384M 0.14%
4,351,334
+601,477
116
$380M 0.14%
3,269,243
-91,351
117
$380M 0.14%
3,663,357
-562,329
118
$379M 0.14%
6,601,944
+333,209
119
$379M 0.14%
2,751,334
-323,505
120
$376M 0.14%
752,582
-24,087
121
$376M 0.14%
2,273,271
-18,071
122
$375M 0.14%
9,564,989
-3,530,724
123
$371M 0.14%
6,760,251
+524,474
124
$366M 0.14%
6,063,783
+18,096
125
$358M 0.14%
11,629,562
+1,154,698
3 4
5
6 7