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
2676
$1.27M ﹤0.01%
179,098
-866
2677
$1.27M ﹤0.01%
247,983
+42,899
2678
$1.26M ﹤0.01%
45,585
-1,276
2679
$1.26M ﹤0.01%
252,841
+18,161
2680
$1.26M ﹤0.01%
282,360
-33,035
2681
$1.26M ﹤0.01%
196,007
+194,212
2682
$1.26M ﹤0.01%
15,442
+8,481
2683
$1.26M ﹤0.01%
40,646
+4,066
2684
$1.26M ﹤0.01%
+1,292,006
2685
$1.25M ﹤0.01%
13,748
-28,842
2686
$1.25M ﹤0.01%
50,199
+17,566
2687
$1.25M ﹤0.01%
28,933
-1,868
2688
$1.25M ﹤0.01%
36,322
+10,060
2689
$1.25M ﹤0.01%
214,225
-20,525
2690
$1.25M ﹤0.01%
82,923
+23,753
2691
$1.25M ﹤0.01%
119,241
+12,092
2692
$1.25M ﹤0.01%
61,556
-54,406
2693
$1.24M ﹤0.01%
45,974
-82,235
2694
$1.24M ﹤0.01%
70,893
-3,683
2695
$1.24M ﹤0.01%
367,353
-54,865
2696
$1.24M ﹤0.01%
11,884
+558
2697
$1.24M ﹤0.01%
27,449
+11,506
2698
$1.24M ﹤0.01%
76,338
+14,867
2699
$1.24M ﹤0.01%
74,610
+108
2700
$1.23M ﹤0.01%
1,173,372
+60,500
106 107
108
109 110