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
2701
$1.23M ﹤0.01%
35,280
+20,202
2702
$1.23M ﹤0.01%
14,986
-348
2703
$1.23M ﹤0.01%
164,133
-34,823
2704
$1.23M ﹤0.01%
98,450
-8,059
2705
$1.23M ﹤0.01%
55,950
-698,397
2706
$1.23M ﹤0.01%
29,643
-17,506
2707
$1.23M ﹤0.01%
43,876
+3,866
2708
$1.23M ﹤0.01%
53,329
-68,031
2709
$1.23M ﹤0.01%
17,177
-52,976
2710
$1.23M ﹤0.01%
93,041
+5,833
2711
$1.22M ﹤0.01%
30,821
+5,359
2712
$1.22M ﹤0.01%
56,173
-31,293
2713
$1.22M ﹤0.01%
27,246
+16,096
2714
$1.21M ﹤0.01%
292,246
+28,928
2715
$1.21M ﹤0.01%
219,216
+27,480
2716
$1.21M ﹤0.01%
59,811
+1,804
2717
$1.21M ﹤0.01%
37,606
-5,323
2718
$1.21M ﹤0.01%
218,679
+93,293
2719
$1.2M ﹤0.01%
54,486
-268,528
2720
$1.2M ﹤0.01%
60,014
-30,673
2721
$1.2M ﹤0.01%
99,283
-129,446
2722
$1.2M ﹤0.01%
51,837
+8,488
2723
$1.2M ﹤0.01%
21,205
-42,365
2724
$1.2M ﹤0.01%
9,564
-38,450
2725
$1.2M ﹤0.01%
23,866
+2,001
107 108
109
110 111