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
2601
$1.42M ﹤0.01%
127,089
-13,171
2602
$1.41M ﹤0.01%
117,879
-336
2603
$1.41M ﹤0.01%
34,977
-34,487
2604
$1.41M ﹤0.01%
49,961
-34,302
2605
$1.4M ﹤0.01%
109,070
-44,397
2606
$1.4M ﹤0.01%
48,912
-33,035
2607
$1.39M ﹤0.01%
57,218
-31,176
2608
$1.39M ﹤0.01%
219,596
+53,031
2609
$1.39M ﹤0.01%
64,960
+35,298
2610
$1.38M ﹤0.01%
26,806
+1,062
2611
$1.38M ﹤0.01%
11,615
+4,017
2612
$1.38M ﹤0.01%
54,885
+819
2613
$1.38M ﹤0.01%
31,761
-1,310
2614
$1.38M ﹤0.01%
29,995
+25,935
2615
$1.37M ﹤0.01%
14,650
+617
2616
$1.37M ﹤0.01%
14,041
+2,743
2617
$1.37M ﹤0.01%
57,615
+1,264
2618
$1.37M ﹤0.01%
43,359
-59,848
2619
$1.37M ﹤0.01%
39,503
+5,103
2620
$1.37M ﹤0.01%
264,274
+256,124
2621
$1.36M ﹤0.01%
35,401
+7,096
2622
$1.36M ﹤0.01%
11,195
+3,455
2623
$1.36M ﹤0.01%
568,822
+181,973
2624
$1.36M ﹤0.01%
213,759
+111,746
2625
$1.35M ﹤0.01%
179,204
+76,550
103 104
105
106 107