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
2376
$2.06M ﹤0.01%
149,025
+18,704
2377
$2.06M ﹤0.01%
102,271
-6,502
2378
$2.06M ﹤0.01%
52,025
-127
2379
$2.06M ﹤0.01%
48,681
+7,663
2380
$2.05M ﹤0.01%
171,793
+71,973
2381
$2.04M ﹤0.01%
53,272
+8,118
2382
$2.04M ﹤0.01%
43,191
-1,436
2383
$2.04M ﹤0.01%
8,197
+6,303
2384
$2.04M ﹤0.01%
231,029
-114,232
2385
$2.04M ﹤0.01%
89,092
+70,525
2386
$2.03M ﹤0.01%
173,951
+14,303
2387
$2.03M ﹤0.01%
127,784
+44,371
2388
$2.03M ﹤0.01%
31,917
-5,930
2389
$2.02M ﹤0.01%
336,731
-312,009
2390
$2.02M ﹤0.01%
63,931
-14,167
2391
$2.02M ﹤0.01%
129,895
-5,196
2392
$2.02M ﹤0.01%
74,365
+34,425
2393
$2.01M ﹤0.01%
42,479
+19,955
2394
$2.01M ﹤0.01%
51,578
+23,846
2395
$2.01M ﹤0.01%
112,968
-26,659
2396
$2.01M ﹤0.01%
26,334
+3,332
2397
$2.01M ﹤0.01%
132,329
+129,748
2398
$2M ﹤0.01%
358,665
-64,653
2399
$2M ﹤0.01%
42,437
+37,631
2400
$2M ﹤0.01%
27,988
+235
94 95
96
97 98