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
1976
$3.46M ﹤0.01%
435,131
+2,323
1977
$3.46M ﹤0.01%
54,923
-51,301
1978
$3.46M ﹤0.01%
48,145
+9,773
1979
$3.46M ﹤0.01%
111,566
-13,135
1980
$3.44M ﹤0.01%
425,693
+394,614
1981
$3.44M ﹤0.01%
85,075
-14,374
1982
$3.44M ﹤0.01%
198,311
-10,678
1983
$3.44M ﹤0.01%
249,982
-744
1984
$3.44M ﹤0.01%
120,125
+119,958
1985
$3.42M ﹤0.01%
79,667
+75,618
1986
$3.42M ﹤0.01%
38,146
+32,105
1987
$3.42M ﹤0.01%
349,587
+37,544
1988
$3.42M ﹤0.01%
67,630
-1,578
1989
$3.42M ﹤0.01%
112,081
-18,279
1990
$3.42M ﹤0.01%
99,157
+14,483
1991
$3.41M ﹤0.01%
116,228
+2,418
1992
$3.41M ﹤0.01%
87,481
+87,469
1993
$3.4M ﹤0.01%
131,745
+59,265
1994
$3.4M ﹤0.01%
83,733
+35,118
1995
$3.4M ﹤0.01%
303,808
+91,816
1996
$3.4M ﹤0.01%
60,020
-5,769
1997
$3.4M ﹤0.01%
49,104
+7,993
1998
$3.39M ﹤0.01%
139,952
+14,588
1999
$3.38M ﹤0.01%
54,196
+41,403
2000
$3.38M ﹤0.01%
87,623
+3,065
78 79
80
81 82