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
2401
$2M ﹤0.01%
147,430
-94,491
2402
$2M ﹤0.01%
183,351
-39,119
2403
$1.99M ﹤0.01%
34,530
+24,746
2404
$1.99M ﹤0.01%
77,419
-33,946
2405
$1.99M ﹤0.01%
16,324
+15,519
2406
$1.99M ﹤0.01%
220,817
-35,370
2407
$1.99M ﹤0.01%
110,523
-284
2408
$1.99M ﹤0.01%
61,605
-3,743
2409
$1.99M ﹤0.01%
10,481
+5,880
2410
$1.98M ﹤0.01%
60,268
+38,062
2411
$1.98M ﹤0.01%
15,338
-4,403
2412
$1.98M ﹤0.01%
21,224
-567
2413
$1.97M ﹤0.01%
89,813
-12,423
2414
$1.97M ﹤0.01%
29,905
-22,859
2415
$1.97M ﹤0.01%
+50,731
2416
$1.97M ﹤0.01%
25,878
-7,436
2417
$1.97M ﹤0.01%
94,603
+9,957
2418
$1.97M ﹤0.01%
44,571
+26,309
2419
$1.97M ﹤0.01%
132,375
+5,998
2420
$1.96M ﹤0.01%
49,416
-1,808
2421
$1.96M ﹤0.01%
118,842
+9,654
2422
$1.96M ﹤0.01%
89,809
+68,213
2423
$1.96M ﹤0.01%
+45,957
2424
$1.96M ﹤0.01%
197,510
-7,720
2425
$1.96M ﹤0.01%
129,072
+5,461
95 96
97
98 99