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
2076
$3.1M ﹤0.01%
32,988
+13,673
2077
$3.09M ﹤0.01%
54,927
+1,915
2078
$3.09M ﹤0.01%
36,516
+2,589
2079
$3.09M ﹤0.01%
230,231
-11,259
2080
$3.08M ﹤0.01%
422,181
-688
2081
$3.08M ﹤0.01%
82,556
-6,691
2082
$3.08M ﹤0.01%
91,585
-6,642
2083
$3.07M ﹤0.01%
44,843
+42,713
2084
$3.05M ﹤0.01%
335,955
-247,194
2085
$3.04M ﹤0.01%
55,488
+4,602
2086
$3.04M ﹤0.01%
200,593
+2,372
2087
$3.04M ﹤0.01%
55,973
-914
2088
$3.03M ﹤0.01%
73,339
-43,727
2089
$3.03M ﹤0.01%
72,911
+26,275
2090
$3.02M ﹤0.01%
53,510
+3,787
2091
$3.02M ﹤0.01%
54,634
+16,164
2092
$3.02M ﹤0.01%
95,781
-185
2093
$3.01M ﹤0.01%
172,698
-1,333
2094
$3.01M ﹤0.01%
53,680
-7,223
2095
$3.01M ﹤0.01%
879,099
+849,709
2096
$3M ﹤0.01%
25,236
+4,789
2097
$3M ﹤0.01%
39,081
+18,498
2098
$3M ﹤0.01%
111,868
+90,143
2099
$2.99M ﹤0.01%
38,644
+1,069
2100
$2.99M ﹤0.01%
55,059
+26,466
82 83
84
85 86