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
2226
$2.54M ﹤0.01%
65,118
-3,595
2227
$2.53M ﹤0.01%
121,483
+37,918
2228
$2.53M ﹤0.01%
49,275
-1,315
2229
$2.53M ﹤0.01%
250,559
+29,688
2230
$2.53M ﹤0.01%
41,469
-17,104
2231
$2.53M ﹤0.01%
91,910
-53,373
2232
$2.52M ﹤0.01%
138,045
+23,464
2233
$2.51M ﹤0.01%
42,453
-15,184
2234
$2.51M ﹤0.01%
167,183
+2,544
2235
$2.51M ﹤0.01%
67,959
+42,576
2236
$2.51M ﹤0.01%
69,742
+43,805
2237
$2.51M ﹤0.01%
98,120
+13,970
2238
$2.51M ﹤0.01%
56,548
-406
2239
$2.51M ﹤0.01%
116,657
+45,207
2240
$2.51M ﹤0.01%
205,256
+16,597
2241
$2.51M ﹤0.01%
177,460
-5,331
2242
$2.51M ﹤0.01%
82,595
-280
2243
$2.5M ﹤0.01%
83,509
-40,738
2244
$2.5M ﹤0.01%
44,680
+37,873
2245
$2.5M ﹤0.01%
146,153
+950
2246
$2.5M ﹤0.01%
296,252
-36,606
2247
$2.5M ﹤0.01%
37,677
+2,853
2248
$2.49M ﹤0.01%
169,316
+67,534
2249
$2.49M ﹤0.01%
267,211
+120,187
2250
$2.49M ﹤0.01%
23,429
-2,255
88 89
90
91 92