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
2551
$1.52M ﹤0.01%
178,077
+28,524
2552
$1.52M ﹤0.01%
18,515
+3,755
2553
$1.51M ﹤0.01%
28,957
+8,056
2554
$1.51M ﹤0.01%
35,723
+1,221
2555
$1.51M ﹤0.01%
50,816
+27,796
2556
$1.51M ﹤0.01%
20,787
+4,189
2557
$1.51M ﹤0.01%
148,497
-47,472
2558
$1.5M ﹤0.01%
61,061
+2,330
2559
$1.5M ﹤0.01%
16,743
-357,411
2560
$1.5M ﹤0.01%
42,701
+562
2561
$1.5M ﹤0.01%
99,717
+40,339
2562
$1.5M ﹤0.01%
21,446
-28,316
2563
$1.5M ﹤0.01%
30,871
+5,566
2564
$1.5M ﹤0.01%
83,405
-117,189
2565
$1.5M ﹤0.01%
120,976
+4,356
2566
$1.49M ﹤0.01%
62,605
-143,212
2567
$1.49M ﹤0.01%
14,035
+1,937
2568
$1.49M ﹤0.01%
151,746
-7,537
2569
$1.48M ﹤0.01%
151,605
2570
$1.48M ﹤0.01%
92,600
+5,189
2571
$1.48M ﹤0.01%
18,241
-16,873
2572
$1.48M ﹤0.01%
87,528
+25,875
2573
$1.48M ﹤0.01%
125,542
-7,381
2574
$1.47M ﹤0.01%
113,861
+565
2575
$1.47M ﹤0.01%
27,260
-26,574
101 102
103
104 105