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
2176
$2.69M ﹤0.01%
82,282
+19,652
2177
$2.69M ﹤0.01%
64,398
-1,699
2178
$2.69M ﹤0.01%
192,617
+8,918
2179
$2.68M ﹤0.01%
51,988
-8,410
2180
$2.68M ﹤0.01%
38,080
+19,614
2181
$2.67M ﹤0.01%
348,590
+174,665
2182
$2.67M ﹤0.01%
201,887
-108,045
2183
$2.67M ﹤0.01%
23,273
+4,015
2184
$2.67M ﹤0.01%
191,733
-2,335
2185
$2.67M ﹤0.01%
33,765
+14,676
2186
$2.66M ﹤0.01%
189,682
+1,955
2187
$2.66M ﹤0.01%
39,251
+6,616
2188
$2.65M ﹤0.01%
284,859
+37,972
2189
$2.65M ﹤0.01%
36,417
+5,954
2190
$2.65M ﹤0.01%
251,264
-3,246
2191
$2.65M ﹤0.01%
190,115
-18,209
2192
$2.65M ﹤0.01%
311,063
-9,909
2193
$2.65M ﹤0.01%
99,990
+91,119
2194
$2.64M ﹤0.01%
125,373
+14,695
2195
$2.63M ﹤0.01%
194,636
+20,840
2196
$2.63M ﹤0.01%
26,303
+6,537
2197
$2.63M ﹤0.01%
143,832
+11,750
2198
$2.63M ﹤0.01%
537,316
+314,528
2199
$2.62M ﹤0.01%
213,485
-293,459
2200
$2.62M ﹤0.01%
31,051
-2,745
86 87
88
89 90