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
251
$138M 0.06%
1,485,496
-163,171
252
$137M 0.06%
2,226,944
-614,137
253
$137M 0.06%
2,064,426
+3,772
254
$135M 0.06%
1,779,269
+29,330
255
$134M 0.06%
8,289,897
-523,156
256
$133M 0.06%
5,408,724
-2,445,554
257
$133M 0.06%
2,204,317
-343,377
258
$132M 0.06%
1,457,172
-143,159
259
$131M 0.06%
1,359,173
-459,771
260
$130M 0.06%
11,636,819
+3,050,167
261
$129M 0.06%
616,325
-82,803
262
$129M 0.06%
1,573,726
-108,807
263
$129M 0.06%
774,619
+72,786
264
$128M 0.06%
3,199,668
+426,811
265
$126M 0.06%
833,464
+559,438
266
$126M 0.06%
2,005,218
+55,461
267
$126M 0.06%
694,742
-188,463
268
$125M 0.06%
3,906,532
+138,691
269
$125M 0.05%
4,270,250
+277,978
270
$124M 0.05%
1,342,364
+637,212
271
$124M 0.05%
527,675
-8,417
272
$124M 0.05%
2,212,541
+347,119
273
$124M 0.05%
3,073,524
-216,407
274
$122M 0.05%
532,949
-110,102
275
$122M 0.05%
2,487,422
-341,358
9 10
11
12 13