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
2351
$2.14M ﹤0.01%
146,257
-10,723
2352
$2.13M ﹤0.01%
9,570
+5,733
2353
$2.13M ﹤0.01%
52,750
+45,897
2354
$2.13M ﹤0.01%
102,690
+20,450
2355
$2.13M ﹤0.01%
257,007
+89,687
2356
$2.12M ﹤0.01%
34,706
-5,259
2357
$2.12M ﹤0.01%
35,375
-5,851
2358
$2.12M ﹤0.01%
70,234
+18,238
2359
$2.12M ﹤0.01%
327,824
-51,709
2360
$2.12M ﹤0.01%
108,543
+75,025
2361
$2.12M ﹤0.01%
6,635
+5,050
2362
$2.11M ﹤0.01%
148,237
-23,680
2363
$2.11M ﹤0.01%
38,790
-1,696
2364
$2.1M ﹤0.01%
30,472
+14,473
2365
$2.1M ﹤0.01%
139,576
+31,313
2366
$2.1M ﹤0.01%
73,649
-1,365
2367
$2.09M ﹤0.01%
56,567
-51,929
2368
$2.09M ﹤0.01%
12,565
-12,148
2369
$2.08M ﹤0.01%
12,302
+126
2370
$2.08M ﹤0.01%
95,438
+28
2371
$2.07M ﹤0.01%
78,319
-56,108
2372
$2.07M ﹤0.01%
204,993
+75,819
2373
$2.07M ﹤0.01%
301,087
+42,170
2374
$2.07M ﹤0.01%
76,725
-26,460
2375
$2.07M ﹤0.01%
104,318
+9,008
93 94
95
96 97