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
2151
$2.81M ﹤0.01%
104,200
+6,450
2152
$2.81M ﹤0.01%
43,301
+17,106
2153
$2.81M ﹤0.01%
209,459
+23,286
2154
$2.8M ﹤0.01%
96,791
+89,047
2155
$2.79M ﹤0.01%
21,521
+11,941
2156
$2.79M ﹤0.01%
28,702
-593
2157
$2.78M ﹤0.01%
231,146
+213,432
2158
$2.78M ﹤0.01%
153,189
+148,723
2159
$2.77M ﹤0.01%
254,550
-10,774
2160
$2.77M ﹤0.01%
164,157
-92,664
2161
$2.76M ﹤0.01%
50,623
+5,410
2162
$2.75M ﹤0.01%
15,771
-1,360
2163
$2.75M ﹤0.01%
336,341
+57,428
2164
$2.75M ﹤0.01%
19,231
+13,848
2165
$2.74M ﹤0.01%
164,318
+132,663
2166
$2.74M ﹤0.01%
184,304
+64,561
2167
$2.72M ﹤0.01%
75,153
+20,688
2168
$2.72M ﹤0.01%
314,982
+14,052
2169
$2.72M ﹤0.01%
67,126
+60,273
2170
$2.72M ﹤0.01%
222,889
-8,767
2171
$2.72M ﹤0.01%
21,872
+15,983
2172
$2.71M ﹤0.01%
2,085,695
-766,358
2173
$2.71M ﹤0.01%
142,220
-32,578
2174
$2.71M ﹤0.01%
19,468
+7,468
2175
$2.7M ﹤0.01%
195,409
+13,304
85 86
87
88 89