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
2626
$1.35M ﹤0.01%
210,937
-34,932
2627
$1.35M ﹤0.01%
21,103
+918
2628
$1.35M ﹤0.01%
51,530
+5,895
2629
$1.34M ﹤0.01%
42,690
+27,637
2630
$1.34M ﹤0.01%
119,505
-21,573
2631
$1.34M ﹤0.01%
6,295
-7,664
2632
$1.33M ﹤0.01%
150,294
+10,485
2633
$1.33M ﹤0.01%
6,411
+1,491
2634
$1.33M ﹤0.01%
25,676
+19,632
2635
$1.33M ﹤0.01%
89,398
-781
2636
$1.33M ﹤0.01%
24,153
-1,145
2637
$1.32M ﹤0.01%
196,639
+24,841
2638
$1.32M ﹤0.01%
156,425
+14,712
2639
$1.32M ﹤0.01%
10,298
-7,607
2640
$1.32M ﹤0.01%
111,966
+1,540
2641
$1.32M ﹤0.01%
17,799
+9,852
2642
$1.32M ﹤0.01%
8,383
+863
2643
$1.32M ﹤0.01%
56,800
-753
2644
$1.32M ﹤0.01%
15,324
+448
2645
$1.32M ﹤0.01%
54,425
+39,613
2646
$1.32M ﹤0.01%
137,183
+8,768
2647
$1.32M ﹤0.01%
85,942
+81,704
2648
$1.32M ﹤0.01%
18,505
+3,832
2649
$1.31M ﹤0.01%
216,758
+20,564
2650
$1.31M ﹤0.01%
232,349
-49,333
104 105
106
107 108