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
2776
$1.11M ﹤0.01%
50,013
-588
2777
$1.11M ﹤0.01%
24,032
+11,448
2778
$1.11M ﹤0.01%
28,960
-18,153
2779
$1.11M ﹤0.01%
32,923
-8,239
2780
$1.11M ﹤0.01%
124,399
+39,796
2781
$1.1M ﹤0.01%
47,621
+1,913
2782
$1.1M ﹤0.01%
21,233
+3,612
2783
$1.1M ﹤0.01%
20,643
-1,642
2784
$1.1M ﹤0.01%
16,783
-77
2785
$1.09M ﹤0.01%
62,931
+36,746
2786
$1.09M ﹤0.01%
14,156
-8,346
2787
$1.09M ﹤0.01%
45,336
+21,401
2788
$1.09M ﹤0.01%
276,163
+31,481
2789
$1.09M ﹤0.01%
88,901
-191,963
2790
$1.09M ﹤0.01%
111,003
2791
$1.09M ﹤0.01%
17,090
+1,980
2792
$1.08M ﹤0.01%
25,800
-17,205
2793
$1.08M ﹤0.01%
49,320
+22,525
2794
$1.08M ﹤0.01%
44,598
+7,410
2795
$1.08M ﹤0.01%
18,024
+14,795
2796
$1.08M ﹤0.01%
49,685
-61,784
2797
$1.08M ﹤0.01%
101,963
+14,134
2798
$1.08M ﹤0.01%
34,128
-8,372
2799
$1.08M ﹤0.01%
29,370
+7,374
2800
$1.07M ﹤0.01%
98,564
-5,403
110 111
112
113 114