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
1776
$4.61M ﹤0.01%
11,994
+9,385
1777
$4.61M ﹤0.01%
123,448
-35,380
1778
$4.61M ﹤0.01%
44,225
+16,817
1779
$4.58M ﹤0.01%
545,759
-36,000
1780
$4.56M ﹤0.01%
336,304
-22,016
1781
$4.55M ﹤0.01%
205,932
+25,642
1782
$4.55M ﹤0.01%
233,161
+52,643
1783
$4.54M ﹤0.01%
773,829
-42,386
1784
$4.54M ﹤0.01%
247,475
-233,656
1785
$4.54M ﹤0.01%
170,270
+55,170
1786
$4.53M ﹤0.01%
240,662
-18,309
1787
$4.52M ﹤0.01%
174,342
-38,274
1788
$4.51M ﹤0.01%
84,246
-158,363
1789
$4.51M ﹤0.01%
158,535
+39
1790
$4.51M ﹤0.01%
172,594
+21,220
1791
$4.5M ﹤0.01%
413,280
-58,454
1792
$4.49M ﹤0.01%
208,898
+4,191
1793
$4.48M ﹤0.01%
83,000
+8,000
1794
$4.48M ﹤0.01%
71,327
+13,120
1795
$4.47M ﹤0.01%
80,982
-14,844
1796
$4.46M ﹤0.01%
55,679
+33,212
1797
$4.45M ﹤0.01%
5,710
-4,502
1798
$4.45M ﹤0.01%
88,222
+24,033
1799
$4.45M ﹤0.01%
72,327
-8,147
1800
$4.45M ﹤0.01%
24,883
+4,967
70 71
72
73 74