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
2201
$2.61M ﹤0.01%
42,687
-26,209
2202
$2.61M ﹤0.01%
296,011
+35,698
2203
$2.61M ﹤0.01%
158,817
-76,962
2204
$2.61M ﹤0.01%
59,331
+9,645
2205
$2.6M ﹤0.01%
216,194
+110,872
2206
$2.59M ﹤0.01%
479,946
+234,188
2207
$2.59M ﹤0.01%
171,526
-92,353
2208
$2.59M ﹤0.01%
474,967
-337
2209
$2.59M ﹤0.01%
1,623
+1,578
2210
$2.58M ﹤0.01%
450,271
+317,281
2211
$2.58M ﹤0.01%
21,283
-1,336
2212
$2.57M ﹤0.01%
64,422
+6,704
2213
$2.57M ﹤0.01%
13,220
+10,466
2214
$2.57M ﹤0.01%
270,510
-4,621
2215
$2.57M ﹤0.01%
14,045
+7,340
2216
$2.56M ﹤0.01%
18,074
-3,201
2217
$2.56M ﹤0.01%
25,029
-9,239
2218
$2.56M ﹤0.01%
73,429
+255
2219
$2.56M ﹤0.01%
210,433
+504
2220
$2.56M ﹤0.01%
84,452
+2,174
2221
$2.55M ﹤0.01%
186,476
+18,138
2222
$2.55M ﹤0.01%
10,578
+3,243
2223
$2.55M ﹤0.01%
27,626
-2,088
2224
$2.54M ﹤0.01%
79,138
-8,511
2225
$2.54M ﹤0.01%
74,655
+708
87 88
89
90 91