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
2326
$2.22M ﹤0.01%
200,459
-338
2327
$2.21M ﹤0.01%
61,093
-1,122
2328
$2.21M ﹤0.01%
58,148
+25,817
2329
$2.21M ﹤0.01%
288,004
+893
2330
$2.21M ﹤0.01%
16,132
+12,215
2331
$2.2M ﹤0.01%
168,713
-165,089
2332
$2.2M ﹤0.01%
151,713
-25,013
2333
$2.2M ﹤0.01%
115,411
+83,557
2334
$2.19M ﹤0.01%
128,367
+117,597
2335
$2.19M ﹤0.01%
55,331
+4,038
2336
$2.19M ﹤0.01%
125,920
+73,118
2337
$2.17M ﹤0.01%
48,835
-5,884
2338
$2.17M ﹤0.01%
256,904
+66,001
2339
$2.17M ﹤0.01%
53,223
-21,719
2340
$2.16M ﹤0.01%
39,799
+3,044
2341
$2.16M ﹤0.01%
49,062
-8,766
2342
$2.16M ﹤0.01%
28,892
+8,686
2343
$2.16M ﹤0.01%
202,688
+27,000
2344
$2.15M ﹤0.01%
40,207
+10,472
2345
$2.15M ﹤0.01%
43,138
-2,321
2346
$2.15M ﹤0.01%
41,664
+30,490
2347
$2.15M ﹤0.01%
114,580
-6,694
2348
$2.15M ﹤0.01%
53,752
-5,529
2349
$2.15M ﹤0.01%
26,157
-5,562
2350
$2.14M ﹤0.01%
120,248
+118,248
92 93
94
95 96