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
2726
$1.19M ﹤0.01%
65,921
-32,499
2727
$1.19M ﹤0.01%
12,645
+11,479
2728
$1.19M ﹤0.01%
33,566
-37,663
2729
$1.19M ﹤0.01%
145,428
-5,605,393
2730
$1.19M ﹤0.01%
58,649
+23,058
2731
$1.19M ﹤0.01%
116,403
-39,274
2732
$1.19M ﹤0.01%
28,597
-3,454
2733
$1.18M ﹤0.01%
37,116
+12
2734
$1.18M ﹤0.01%
33,543
+755
2735
$1.18M ﹤0.01%
46,558
+30,479
2736
$1.18M ﹤0.01%
334,745
-8,560
2737
$1.18M ﹤0.01%
32,165
-56,983
2738
$1.18M ﹤0.01%
83,719
+23,706
2739
$1.18M ﹤0.01%
61,270
+3,626
2740
$1.17M ﹤0.01%
37,310
+13,341
2741
$1.17M ﹤0.01%
46,412
-1,915
2742
$1.17M ﹤0.01%
515,865
+329,098
2743
$1.17M ﹤0.01%
24,868
-40,933
2744
$1.17M ﹤0.01%
38,165
+22,954
2745
$1.17M ﹤0.01%
91,067
-709
2746
$1.17M ﹤0.01%
61,182
-1,544
2747
$1.16M ﹤0.01%
117,421
+36,778
2748
$1.16M ﹤0.01%
249,984
+18,599
2749
$1.16M ﹤0.01%
41,627
+40,379
2750
$1.16M ﹤0.01%
101,275
-331
108 109
110
111 112