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
201
$193M 0.07%
4,096,873
+313,426
202
$192M 0.07%
6,225,230
+196,318
203
$191M 0.07%
862,843
+354,016
204
$188M 0.07%
3,711,323
+23,693
205
$186M 0.07%
1,720,298
+139,228
206
$185M 0.07%
9,633,080
-510,550
207
$184M 0.07%
2,304,787
-252,873
208
$183M 0.07%
560,491
+251,271
209
$180M 0.07%
3,465,797
+686,402
210
$180M 0.07%
1,790,523
-140,108
211
$179M 0.07%
2,262,574
-24,938
212
$178M 0.07%
1,945,978
-877,284
213
$177M 0.07%
1,918,921
-162,874
214
$175M 0.07%
1,613,006
+328,209
215
$174M 0.07%
872,170
-244,957
216
$174M 0.07%
931,037
-144,669
217
$171M 0.06%
2,166,718
-948,897
218
$169M 0.06%
873,941
+57,320
219
$169M 0.06%
2,337,037
+2,288
220
$167M 0.06%
559,297
-80,481
221
$166M 0.06%
1,974,866
+324,799
222
$166M 0.06%
2,232,550
+1,455,585
223
$165M 0.06%
8,969,487
+101,409
224
$165M 0.06%
765,587
-19,892
225
$163M 0.06%
2,169,052
-48,848
7 8
9
10 11