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
2501
$1.61M ﹤0.01%
57,230
-5,111
2502
$1.61M ﹤0.01%
1,354,158
-185,096
2503
$1.61M ﹤0.01%
149,552
+137,155
2504
$1.61M ﹤0.01%
69,957
-5,334
2505
$1.61M ﹤0.01%
19,573
-12,051
2506
$1.61M ﹤0.01%
44,413
+1,152
2507
$1.61M ﹤0.01%
66,995
+55,650
2508
$1.61M ﹤0.01%
103,054
-25,749
2509
$1.61M ﹤0.01%
124,004
+9,703
2510
$1.6M ﹤0.01%
18,295
+2,520
2511
$1.6M ﹤0.01%
79,731
+2,552
2512
$1.6M ﹤0.01%
25,373
-92
2513
$1.6M ﹤0.01%
12,945
-198
2514
$1.59M ﹤0.01%
25,506
-3,259
2515
$1.59M ﹤0.01%
25,873
+256
2516
$1.59M ﹤0.01%
19,328
+14,812
2517
$1.59M ﹤0.01%
28,238
+24,017
2518
$1.59M ﹤0.01%
90,425
+36,687
2519
$1.59M ﹤0.01%
178,026
-5,914
2520
$1.59M ﹤0.01%
55,735
-1,675
2521
$1.59M ﹤0.01%
272,375
+245,296
2522
$1.58M ﹤0.01%
16,146
+8,332
2523
$1.58M ﹤0.01%
37,078
+13,786
2524
$1.57M ﹤0.01%
79,107
-15,934
2525
$1.57M ﹤0.01%
44,072
+19,591
99 100
101
102 103