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
1426
$7.85M ﹤0.01%
279,820
+57,206
1427
$7.83M ﹤0.01%
399,784
+362,352
1428
$7.82M ﹤0.01%
386,552
+22,257
1429
$7.8M ﹤0.01%
30,616
-13,710
1430
$7.79M ﹤0.01%
93,193
+8,799
1431
$7.76M ﹤0.01%
98,403
-10,431
1432
$7.76M ﹤0.01%
234,828
+103,643
1433
$7.75M ﹤0.01%
36,345
+14,315
1434
$7.74M ﹤0.01%
88,882
-7,022
1435
$7.73M ﹤0.01%
294,133
-22,060
1436
$7.72M ﹤0.01%
75,538
+13,763
1437
$7.7M ﹤0.01%
119,445
+18,042
1438
$7.7M ﹤0.01%
421,959
+330,028
1439
$7.68M ﹤0.01%
26,797
-16,003
1440
$7.66M ﹤0.01%
234,094
-51,243
1441
$7.65M ﹤0.01%
224,975
-16,004
1442
$7.62M ﹤0.01%
105,963
+36,878
1443
$7.62M ﹤0.01%
144,063
+73,828
1444
$7.54M ﹤0.01%
268,698
-106,844
1445
$7.53M ﹤0.01%
317,631
+44,483
1446
$7.52M ﹤0.01%
796,807
+551,759
1447
$7.51M ﹤0.01%
405,409
+155
1448
$7.51M ﹤0.01%
497,384
-473
1449
$7.5M ﹤0.01%
153,760
+6,304
1450
$7.49M ﹤0.01%
340,932
-12,513
56 57
58
59 60