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
1876
$4.01M ﹤0.01%
295,140
+5,862
1877
$3.99M ﹤0.01%
35,722
-3,478
1878
$3.99M ﹤0.01%
185,188
+70,631
1879
$3.99M ﹤0.01%
255,068
-9,646
1880
$3.98M ﹤0.01%
106,520
+30,666
1881
$3.96M ﹤0.01%
164,423
+140,741
1882
$3.96M ﹤0.01%
100,403
+23,299
1883
$3.96M ﹤0.01%
43,806
+9,015
1884
$3.95M ﹤0.01%
210,225
-41,806
1885
$3.95M ﹤0.01%
299,746
+88,967
1886
$3.94M ﹤0.01%
266,075
-7,300
1887
$3.93M ﹤0.01%
213,241
+6,504
1888
$3.93M ﹤0.01%
228,618
+14,250
1889
$3.93M ﹤0.01%
39,955
+38,557
1890
$3.93M ﹤0.01%
98,993
-50,328
1891
$3.92M ﹤0.01%
158,498
+61,007
1892
$3.91M ﹤0.01%
49,737
+16,681
1893
$3.9M ﹤0.01%
108,486
+2,514
1894
$3.9M ﹤0.01%
120,188
-772
1895
$3.89M ﹤0.01%
334,684
-38,971
1896
$3.89M ﹤0.01%
445,817
+70,041
1897
$3.88M ﹤0.01%
109,984
+56,274
1898
$3.88M ﹤0.01%
161,893
+146,889
1899
$3.87M ﹤0.01%
16,366
-117
1900
$3.87M ﹤0.01%
184,966
+1,700
74 75
76
77 78