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
2126
$2.9M ﹤0.01%
137,581
-60,534
2127
$2.89M ﹤0.01%
192,180
+67,610
2128
$2.89M ﹤0.01%
75,820
-8,702
2129
$2.89M ﹤0.01%
300,480
-102,050
2130
$2.89M ﹤0.01%
163,223
+75,197
2131
$2.88M ﹤0.01%
89,726
+43,876
2132
$2.88M ﹤0.01%
45,236
-2,950
2133
$2.87M ﹤0.01%
150,365
-460,445
2134
$2.86M ﹤0.01%
310,412
-15,654
2135
$2.86M ﹤0.01%
98,236
+14,696
2136
$2.86M ﹤0.01%
329,299
+15,684
2137
$2.85M ﹤0.01%
18,957
-5,361
2138
$2.84M ﹤0.01%
34,405
+33,507
2139
$2.84M ﹤0.01%
48,530
-8,462
2140
$2.83M ﹤0.01%
44,374
-1,764
2141
$2.83M ﹤0.01%
169,831
-70,363
2142
$2.82M ﹤0.01%
114,898
-27,556
2143
$2.82M ﹤0.01%
450,958
+25,297
2144
$2.82M ﹤0.01%
79,063
+72,720
2145
$2.82M ﹤0.01%
574,464
+139,411
2146
$2.82M ﹤0.01%
250,911
+24,446
2147
$2.82M ﹤0.01%
70,691
-38,743
2148
$2.82M ﹤0.01%
73,069
-5,812
2149
$2.81M ﹤0.01%
95,476
+54,962
2150
$2.81M ﹤0.01%
32,331
+938
84 85
86
87 88