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
2101
$2.98M ﹤0.01%
76,266
-15,248
2102
$2.98M ﹤0.01%
81,101
+51,065
2103
$2.98M ﹤0.01%
248,824
+30,345
2104
$2.97M ﹤0.01%
13,575
+4,620
2105
$2.97M ﹤0.01%
116,087
-15,080
2106
$2.97M ﹤0.01%
402,355
+302,289
2107
$2.96M ﹤0.01%
253,014
+160,975
2108
$2.95M ﹤0.01%
266,345
-19,111
2109
$2.94M ﹤0.01%
46,232
-14,931
2110
$2.94M ﹤0.01%
45,096
-15,679
2111
$2.94M ﹤0.01%
30,761
+18,596
2112
$2.94M ﹤0.01%
75,425
+543
2113
$2.94M ﹤0.01%
177,292
+10,372
2114
$2.93M ﹤0.01%
52,697
-11,856
2115
$2.93M ﹤0.01%
323,652
-174,784
2116
$2.93M ﹤0.01%
295,648
-111,824
2117
$2.93M ﹤0.01%
105,171
-1,557
2118
$2.93M ﹤0.01%
46,778
-43,595
2119
$2.92M ﹤0.01%
119,145
+58,938
2120
$2.91M ﹤0.01%
78,910
-15,619
2121
$2.91M ﹤0.01%
26,024
+5,119
2122
$2.9M ﹤0.01%
47,727
+478
2123
$2.9M ﹤0.01%
22,860
-5,693
2124
$2.9M ﹤0.01%
142,412
+7,060
2125
$2.9M ﹤0.01%
231,561
-193,878
83 84
85
86 87