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
2651
$1.31M ﹤0.01%
135,557
-11,501
2652
$1.31M ﹤0.01%
58,325
-41,948
2653
$1.31M ﹤0.01%
41,365
+5,717
2654
$1.3M ﹤0.01%
14,294
+4,383
2655
$1.3M ﹤0.01%
42,454
+36,079
2656
$1.3M ﹤0.01%
48,566
-74,026
2657
$1.3M ﹤0.01%
15,319
+6,518
2658
$1.3M ﹤0.01%
68,095
+30,360
2659
$1.3M ﹤0.01%
132,585
-3,590
2660
$1.3M ﹤0.01%
218,344
+9,032
2661
$1.29M ﹤0.01%
3,783
+3,773
2662
$1.29M ﹤0.01%
83,169
-18,274
2663
$1.29M ﹤0.01%
9,049
+194
2664
$1.29M ﹤0.01%
67,838
-90,366
2665
$1.29M ﹤0.01%
45,453
+14,860
2666
$1.29M ﹤0.01%
350,832
-175,788
2667
$1.28M ﹤0.01%
72,457
-3,038
2668
$1.28M ﹤0.01%
30,647
+25,685
2669
$1.28M ﹤0.01%
36,220
+18,669
2670
$1.28M ﹤0.01%
62,125
-322
2671
$1.28M ﹤0.01%
44,671
+1,309
2672
$1.28M ﹤0.01%
23,156
+6,745
2673
$1.27M ﹤0.01%
47,426
+17,509
2674
$1.27M ﹤0.01%
80,483
+41,066
2675
$1.27M ﹤0.01%
9,103
-16,638
105 106
107
108 109