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
2251
$2.48M ﹤0.01%
+9,900
2252
$2.48M ﹤0.01%
88,983
+77,717
2253
$2.48M ﹤0.01%
65,222
+27,510
2254
$2.47M ﹤0.01%
362,862
+230,443
2255
$2.46M ﹤0.01%
50,287
+99
2256
$2.45M ﹤0.01%
116,636
-106,528
2257
$2.45M ﹤0.01%
408,986
+50,076
2258
$2.45M ﹤0.01%
127,419
-101,097
2259
$2.45M ﹤0.01%
50,297
+31,554
2260
$2.44M ﹤0.01%
137,670
+85
2261
$2.44M ﹤0.01%
121,377
-59,612
2262
$2.44M ﹤0.01%
74,705
+56,467
2263
$2.44M ﹤0.01%
182,528
+8,238
2264
$2.44M ﹤0.01%
43,287
+22,198
2265
$2.44M ﹤0.01%
58,943
+52,804
2266
$2.43M ﹤0.01%
144,204
+120,302
2267
$2.43M ﹤0.01%
51,159
-33,790
2268
$2.43M ﹤0.01%
40,130
+7,252
2269
$2.43M ﹤0.01%
162,169
+7,118
2270
$2.43M ﹤0.01%
118,903
-60,332
2271
$2.42M ﹤0.01%
97,146
+51,396
2272
$2.42M ﹤0.01%
214,185
+9,495
2273
$2.41M ﹤0.01%
168,359
+6,247
2274
$2.41M ﹤0.01%
57,560
+27,348
2275
$2.41M ﹤0.01%
127,973
+57,958
89 90
91
92 93