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
2476
$1.68M ﹤0.01%
32,142
-131,538
2477
$1.67M ﹤0.01%
119,684
+40,919
2478
$1.67M ﹤0.01%
26,847
-4,813
2479
$1.67M ﹤0.01%
18,746
-944
2480
$1.67M ﹤0.01%
36,470
+7,952
2481
$1.66M ﹤0.01%
132,446
+62,426
2482
$1.66M ﹤0.01%
38,886
+15,759
2483
$1.66M ﹤0.01%
208,091
+73,928
2484
$1.66M ﹤0.01%
88,485
-6,594
2485
$1.66M ﹤0.01%
25,463
+7,278
2486
$1.65M ﹤0.01%
147,291
+1,714
2487
$1.65M ﹤0.01%
87,684
+32,312
2488
$1.64M ﹤0.01%
77,178
+9,182
2489
$1.64M ﹤0.01%
87,686
-5,876
2490
$1.63M ﹤0.01%
196,310
-22,546
2491
$1.63M ﹤0.01%
89,471
-654,446
2492
$1.63M ﹤0.01%
140,381
-119,218
2493
$1.63M ﹤0.01%
97,340
+85,173
2494
$1.63M ﹤0.01%
50,364
-2,033
2495
$1.63M ﹤0.01%
66,736
+16,261
2496
$1.62M ﹤0.01%
347,851
+39,841
2497
$1.62M ﹤0.01%
677,581
-1,483,742
2498
$1.62M ﹤0.01%
63,955
-52,763
2499
$1.62M ﹤0.01%
100,359
-32,801
2500
$1.62M ﹤0.01%
29,509
+3,451
98 99
100
101 102