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
2751
$1.16M ﹤0.01%
34,021
-21,727
2752
$1.16M ﹤0.01%
55,032
+23,579
2753
$1.16M ﹤0.01%
14,613
+8,212
2754
$1.16M ﹤0.01%
40,023
+32,878
2755
$1.16M ﹤0.01%
33,703
+33,553
2756
$1.16M ﹤0.01%
345,877
+184,131
2757
$1.15M ﹤0.01%
29,836
-847
2758
$1.14M ﹤0.01%
68,876
+7,854
2759
$1.14M ﹤0.01%
52,375
+46,629
2760
$1.14M ﹤0.01%
49,703
+46,765
2761
$1.14M ﹤0.01%
14,186
-3,559
2762
$1.14M ﹤0.01%
24,956
-21,515
2763
$1.14M ﹤0.01%
175,614
+1,973
2764
$1.13M ﹤0.01%
164,133
-34,992
2765
$1.13M ﹤0.01%
48,118
-28,643
2766
$1.13M ﹤0.01%
16,038
-1,324
2767
$1.12M ﹤0.01%
153,890
+6,104
2768
$1.12M ﹤0.01%
27,230
+8,770
2769
$1.12M ﹤0.01%
105,399
-13,906
2770
$1.12M ﹤0.01%
26,077
+20,142
2771
$1.12M ﹤0.01%
128,563
-8,439
2772
$1.12M ﹤0.01%
226,354
+33,992
2773
$1.12M ﹤0.01%
77,431
+6,024
2774
$1.11M ﹤0.01%
107,685
-9,468
2775
$1.11M ﹤0.01%
93,844
-3,978
109 110
111
112 113