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
2276
$2.4M ﹤0.01%
34,432
+10,695
2277
$2.4M ﹤0.01%
181,737
+118,020
2278
$2.4M ﹤0.01%
805
+464
2279
$2.4M ﹤0.01%
841,394
+386,297
2280
$2.4M ﹤0.01%
102,289
-1,603
2281
$2.39M ﹤0.01%
34,542
+15,726
2282
$2.38M ﹤0.01%
48,597
+27,719
2283
$2.38M ﹤0.01%
95,251
+86,722
2284
$2.37M ﹤0.01%
71,979
+26,685
2285
$2.37M ﹤0.01%
53,846
-107,990
2286
$2.36M ﹤0.01%
26,324
-18,443
2287
$2.36M ﹤0.01%
31,563
+3,004
2288
$2.35M ﹤0.01%
119,685
+15
2289
$2.35M ﹤0.01%
160,957
+21,620
2290
$2.35M ﹤0.01%
45,310
-30,237
2291
$2.35M ﹤0.01%
56,062
+12,522
2292
$2.34M ﹤0.01%
+117,597
2293
$2.34M ﹤0.01%
57,373
-37,916
2294
$2.34M ﹤0.01%
163,390
-198,318
2295
$2.34M ﹤0.01%
37,588
-4,814
2296
$2.33M ﹤0.01%
71,368
+14,636
2297
$2.33M ﹤0.01%
55,882
-18,581
2298
$2.32M ﹤0.01%
174,053
+11,718
2299
$2.32M ﹤0.01%
135,920
-32,362
2300
$2.32M ﹤0.01%
206,525
-19,182
90 91
92
93 94