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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$292M
2
+$230M
3
+$141M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$138M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$134M

Top Sells

1
+$567M
2
+$539M
3
+$331M
4
TSLA icon
Tesla
TSLA
+$322M
5
AMZN icon
Amazon
AMZN
+$269M

Sector Composition

1 Technology 14.17%
2 Financials 8.68%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$163M 0.07%
2,564,809
-1,377,855
227
$162M 0.07%
866,216
-42,113
228
$162M 0.07%
9,250,406
-765,677
229
$162M 0.07%
3,228,236
-621,254
230
$161M 0.07%
2,163,253
-19,404
231
$160M 0.07%
1,044,933
-129,817
232
$160M 0.07%
973,602
-462,201
233
$158M 0.07%
988,811
-130,104
234
$158M 0.07%
4,396,268
+1,375,279
235
$153M 0.07%
4,835,474
-359,487
236
$151M 0.07%
91,639
+355
237
$150M 0.07%
2,648,337
-97,476
238
$150M 0.07%
1,122,937
-111,659
239
$148M 0.07%
1,650,945
+145,746
240
$148M 0.07%
3,122,676
+40,655
241
$148M 0.06%
1,623,502
-138,681
242
$148M 0.06%
846,601
+38,569
243
$144M 0.06%
3,011,192
+398,382
244
$143M 0.06%
2,859,964
+144,925
245
$142M 0.06%
2,622,215
+494,606
246
$141M 0.06%
2,570,677
-269,433
247
$140M 0.06%
1,759,905
-21,308
248
$140M 0.06%
1,906,519
+32,859
249
$139M 0.06%
1,300,698
+87,245
250
$138M 0.06%
1,804,352
+9,437
8 9
10
11 12