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
2526
$1.57M ﹤0.01%
23,964
-1,428
2527
$1.57M ﹤0.01%
77,545
+41,371
2528
$1.57M ﹤0.01%
33,336
-205
2529
$1.56M ﹤0.01%
236,071
+232,688
2530
$1.56M ﹤0.01%
260,167
-186
2531
$1.56M ﹤0.01%
6,056
+565
2532
$1.56M ﹤0.01%
34,177
+25,238
2533
$1.55M ﹤0.01%
40,658
+6,692
2534
$1.55M ﹤0.01%
192,646
-1,714
2535
$1.55M ﹤0.01%
31,673
+2,325
2536
$1.55M ﹤0.01%
29,888
+4,123
2537
$1.55M ﹤0.01%
96,903
+30,116
2538
$1.54M ﹤0.01%
101,334
-9,002
2539
$1.54M ﹤0.01%
30,761
-27,031
2540
$1.54M ﹤0.01%
37,869
+847
2541
$1.53M ﹤0.01%
57,625
+38,210
2542
$1.53M ﹤0.01%
44,452
-12,017
2543
$1.53M ﹤0.01%
160,078
-21,689
2544
$1.53M ﹤0.01%
35,943
+1,572
2545
$1.53M ﹤0.01%
16,524
-1,868
2546
$1.53M ﹤0.01%
35,230
+4,653
2547
$1.52M ﹤0.01%
26,426
-27,879
2548
$1.52M ﹤0.01%
35,277
-7,292
2549
$1.52M ﹤0.01%
445,146
-265,139
2550
$1.52M ﹤0.01%
35,015
+4,391
100 101
102
103 104