UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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 7.78%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.46B 2.44%
30,715,180
-1,911,649
2
$5.37B 2.02%
46,368,119
-3,815,093
3
$4.49B 1.69%
13,396,093
+368,422
4
$4.26B 1.6%
27,042,600
-1,302,600
5
$2.93B 1.1%
48,535,103
+286,488
6
$2.44B 0.92%
8,799,341
+2,156,123
7
$2.21B 0.83%
7,969,776
-316,720
8
$2.2B 0.83%
12,464,233
+213,469
9
$2.03B 0.77%
27,749,520
-3,067,680
10
$2.01B 0.76%
8,850,313
-489,689
11
$1.99B 0.75%
37,707,582
-2,790,887
12
$1.95B 0.73%
13,067,453
-341,096
13
$1.79B 0.67%
28,079,692
-2,833,301
14
$1.72B 0.65%
17,816,088
-294,142
15
$1.7B 0.64%
5,796,319
-1,118,498
16
$1.69B 0.64%
8,433,850
-617,414
17
$1.66B 0.63%
11,959,828
-83,517
18
$1.65B 0.62%
6,316,425
-797,875
19
$1.62B 0.61%
15,478,449
-98,396
20
$1.44B 0.54%
27,820,610
-2,257,648
21
$1.39B 0.53%
124,928,969
-705,664
22
$1.38B 0.52%
9,191,965
+2,293,676
23
$1.34B 0.51%
6,177,069
-400,486
24
$1.29B 0.49%
2,637,844
-329,358
25
$1.28B 0.48%
5,643,994
+548,297
1
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