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
1901
$3.87M ﹤0.01%
59,693
-8,782
1902
$3.86M ﹤0.01%
57,063
+51,839
1903
$3.85M ﹤0.01%
172,404
+10,144
1904
$3.84M ﹤0.01%
140,926
+131,880
1905
$3.83M ﹤0.01%
39,343
+28,122
1906
$3.83M ﹤0.01%
296,501
+165,811
1907
$3.83M ﹤0.01%
434,719
+117,381
1908
$3.83M ﹤0.01%
156,559
+84,517
1909
$3.82M ﹤0.01%
74,133
+2,664
1910
$3.82M ﹤0.01%
557,364
+366,519
1911
$3.81M ﹤0.01%
5,494
+439
1912
$3.81M ﹤0.01%
60,407
-4,924
1913
$3.8M ﹤0.01%
73,509
+34,523
1914
$3.8M ﹤0.01%
290,802
+13,905
1915
$3.8M ﹤0.01%
131,928
-38,016
1916
$3.8M ﹤0.01%
143,732
+91,848
1917
$3.79M ﹤0.01%
86,011
+42,482
1918
$3.79M ﹤0.01%
75,269
-123,585
1919
$3.78M ﹤0.01%
143,421
-191,402
1920
$3.78M ﹤0.01%
30,907
-996
1921
$3.78M ﹤0.01%
112,882
+30,907
1922
$3.78M ﹤0.01%
113,779
+64,094
1923
$3.78M ﹤0.01%
129,326
+11,907
1924
$3.77M ﹤0.01%
55,897
+11,777
1925
$3.77M ﹤0.01%
174,870
+749
75 76
77
78 79