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
1226
$11.2M ﹤0.01%
376,539
-132,020
1227
$11.2M ﹤0.01%
94,601
-19,142
1228
$11.2M ﹤0.01%
436,722
+9,789
1229
$11.2M ﹤0.01%
340,232
+223,015
1230
$11.2M ﹤0.01%
291,510
+97,728
1231
$11.2M ﹤0.01%
92,064
+6,315
1232
$11.2M ﹤0.01%
443,875
-2,264
1233
$11.2M ﹤0.01%
49,256
+28,000
1234
$11.1M ﹤0.01%
37,880
-4,496
1235
$11M ﹤0.01%
238,380
-35,247
1236
$11M ﹤0.01%
122,504
-71,098
1237
$11M ﹤0.01%
165,552
+65,041
1238
$11M ﹤0.01%
221,632
+17,354
1239
$10.9M ﹤0.01%
464,252
+28,781
1240
$10.9M ﹤0.01%
1,168,146
-141,195
1241
$10.9M ﹤0.01%
1,059,292
+59,826
1242
$10.9M ﹤0.01%
399,034
+215,521
1243
$10.8M ﹤0.01%
222,403
+63,433
1244
$10.8M ﹤0.01%
203,823
+185,336
1245
$10.8M ﹤0.01%
45,826
-2,552
1246
$10.8M ﹤0.01%
64,647
-30,446
1247
$10.8M ﹤0.01%
120,068
+1,987
1248
$10.8M ﹤0.01%
880,379
+206,356
1249
$10.7M ﹤0.01%
245,004
+17,794
1250
$10.7M ﹤0.01%
1,135,724
+329,652
48 49
50
51 52