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
2576
$1.47M ﹤0.01%
174,100
+73,786
2577
$1.47M ﹤0.01%
74,321
+6,622
2578
$1.46M ﹤0.01%
53,024
-58,486
2579
$1.46M ﹤0.01%
105,781
+78,079
2580
$1.46M ﹤0.01%
70,601
-443
2581
$1.46M ﹤0.01%
52,021
-71
2582
$1.45M ﹤0.01%
31,419
+470
2583
$1.45M ﹤0.01%
43,927
+33,440
2584
$1.45M ﹤0.01%
66,889
-2,564
2585
$1.45M ﹤0.01%
167,684
+13,771
2586
$1.45M ﹤0.01%
22,766
+8,319
2587
$1.45M ﹤0.01%
31,897
-14,731
2588
$1.45M ﹤0.01%
413,204
-176,103
2589
$1.44M ﹤0.01%
32,199
+72
2590
$1.43M ﹤0.01%
31,708
-1,753
2591
$1.43M ﹤0.01%
65,757
+10,429
2592
$1.43M ﹤0.01%
136,782
+3,994
2593
$1.43M ﹤0.01%
162,643
-39,382
2594
$1.43M ﹤0.01%
105,813
+19,612
2595
$1.43M ﹤0.01%
171,046
+143,552
2596
$1.43M ﹤0.01%
119,845
-230,465
2597
$1.42M ﹤0.01%
19,070
+15,013
2598
$1.42M ﹤0.01%
204,253
+181,211
2599
$1.42M ﹤0.01%
72,935
+70,599
2600
$1.42M ﹤0.01%
85,455
+43,391
102 103
104
105 106