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
2451
$1.89M ﹤0.01%
85,193
+52,704
2452
$1.88M ﹤0.01%
53,117
-2,937
2453
$1.88M ﹤0.01%
72,607
+10,546
2454
$1.87M ﹤0.01%
71,684
+985
2455
$1.87M ﹤0.01%
148,837
+115,558
2456
$1.87M ﹤0.01%
145,086
+50,373
2457
$1.87M ﹤0.01%
227,965
-29,604
2458
$1.86M ﹤0.01%
133,457
+14,650
2459
$1.86M ﹤0.01%
166,817
+12,685
2460
$1.86M ﹤0.01%
38,938
-2,454
2461
$1.86M ﹤0.01%
85,033
+5,149
2462
$1.85M ﹤0.01%
37,565
-2,321
2463
$1.85M ﹤0.01%
119,200
-21,473
2464
$1.85M ﹤0.01%
33,999
+30
2465
$1.85M ﹤0.01%
73,657
+15,872
2466
$1.85M ﹤0.01%
34,016
-42,701
2467
$1.85M ﹤0.01%
187,560
+114,209
2468
$1.85M ﹤0.01%
52,782
-26,496
2469
$1.85M ﹤0.01%
70,330
-2,170
2470
$1.85M ﹤0.01%
95,888
+18,472
2471
$1.84M ﹤0.01%
121,349
+15,671
2472
$1.84M ﹤0.01%
209,013
+8,623
2473
$1.83M ﹤0.01%
59,085
+9,285
2474
$1.83M ﹤0.01%
45,817
+15,169
2475
$1.83M ﹤0.01%
40,232
-40,196
97 98
99
100 101