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
2426
$1.96M ﹤0.01%
133,676
-29,702
2427
$1.96M ﹤0.01%
336,467
+5,786
2428
$1.95M ﹤0.01%
70,392
+10,813
2429
$1.95M ﹤0.01%
17,577
+14,277
2430
$1.95M ﹤0.01%
2,788
+155
2431
$1.94M ﹤0.01%
73,829
+40,731
2432
$1.94M ﹤0.01%
33,115
+5,649
2433
$1.94M ﹤0.01%
49,092
-5,215
2434
$1.94M ﹤0.01%
15,366
+2,176
2435
$1.94M ﹤0.01%
1,093,135
+22,236
2436
$1.93M ﹤0.01%
227,413
-25,111
2437
$1.93M ﹤0.01%
459,725
+63,478
2438
$1.93M ﹤0.01%
28,679
+16,420
2439
$1.93M ﹤0.01%
68,280
-410
2440
$1.92M ﹤0.01%
79,171
-6,374
2441
$1.92M ﹤0.01%
52,961
+18,929
2442
$1.92M ﹤0.01%
64,501
-28,039
2443
$1.91M ﹤0.01%
14,612
+392
2444
$1.91M ﹤0.01%
23,963
+16,332
2445
$1.91M ﹤0.01%
73,540
+19,642
2446
$1.9M ﹤0.01%
5,615
+4,433
2447
$1.9M ﹤0.01%
16,129
-2,883
2448
$1.9M ﹤0.01%
31,065
-5,465
2449
$1.89M ﹤0.01%
229,258
-183,120
2450
$1.89M ﹤0.01%
37,452
+31,221
96 97
98
99 100