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
151
$289M 0.11%
2,281,413
+1,106,915
152
$288M 0.11%
899
+708
153
$285M 0.11%
1,364,582
+570,117
154
$285M 0.11%
1,359,348
+162,245
155
$284M 0.11%
1,906,819
+725,477
156
$284M 0.11%
1,222,899
+40,755
157
$284M 0.11%
3,470,509
-307,102
158
$283M 0.11%
3,277,894
-267,172
159
$281M 0.11%
5,572,834
+116,069
160
$279M 0.11%
2,406,384
-188,993
161
$278M 0.1%
1,373,170
-48,573
162
$272M 0.1%
3,402,823
+3,070,664
163
$266M 0.1%
8,448,678
-241,362
164
$266M 0.1%
3,322,255
+56,550
165
$262M 0.1%
2,147,352
-182,530
166
$259M 0.1%
5,366,278
+1,529,035
167
$257M 0.1%
7,057,792
+1,920,295
168
$254M 0.1%
2,283,812
+245,204
169
$254M 0.1%
4,277,446
+1,442,090
170
$250M 0.09%
736,751
-29,991
171
$250M 0.09%
3,894,381
-289,363
172
$249M 0.09%
1,493,865
-91,001
173
$247M 0.09%
4,153,747
+137,832
174
$245M 0.09%
8,166,502
+158,753
175
$243M 0.09%
1,453,841
+207,683
5 6
7
8 9