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
1451
$7.44M ﹤0.01%
97,945
+12,484
1452
$7.44M ﹤0.01%
386,288
-1,037,395
1453
$7.44M ﹤0.01%
115,188
-19,576
1454
$7.43M ﹤0.01%
277,896
+173,285
1455
$7.42M ﹤0.01%
191,087
-4,771
1456
$7.37M ﹤0.01%
89,108
-13,009
1457
$7.36M ﹤0.01%
226,495
+130,743
1458
$7.35M ﹤0.01%
185,929
+16,193
1459
$7.32M ﹤0.01%
286,367
-12,349
1460
$7.3M ﹤0.01%
223,615
+138,341
1461
$7.26M ﹤0.01%
609,096
+2,086
1462
$7.25M ﹤0.01%
57,985
+4,460
1463
$7.22M ﹤0.01%
587,461
+70,212
1464
$7.22M ﹤0.01%
53,784
+6,600
1465
$7.21M ﹤0.01%
301,332
+2,949
1466
$7.21M ﹤0.01%
44,472
+2,488
1467
$7.21M ﹤0.01%
196,419
-35,379
1468
$7.19M ﹤0.01%
102,764
+11,170
1469
$7.18M ﹤0.01%
531,795
-3,499
1470
$7.12M ﹤0.01%
63,686
-1,308
1471
$7.11M ﹤0.01%
221,249
+17,738
1472
$7.09M ﹤0.01%
444,228
-80,947
1473
$7.07M ﹤0.01%
220,227
-46,581
1474
$6.99M ﹤0.01%
210,480
-10,520
1475
$6.98M ﹤0.01%
101,345
+17,305
57 58
59
60 61