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
2801
$1.07M ﹤0.01%
20,265
-623
2802
$1.07M ﹤0.01%
+45,317
2803
$1.07M ﹤0.01%
110,255
+9,312
2804
$1.07M ﹤0.01%
101,960
+38,206
2805
$1.07M ﹤0.01%
8,349
+217
2806
$1.07M ﹤0.01%
105,221
+60,218
2807
$1.06M ﹤0.01%
77,821
+26,741
2808
$1.06M ﹤0.01%
120,164
+114,777
2809
$1.06M ﹤0.01%
42,615
+18,720
2810
$1.06M ﹤0.01%
47,052
+4,093
2811
$1.06M ﹤0.01%
46,838
+43,928
2812
$1.06M ﹤0.01%
42,902
-35,881
2813
$1.06M ﹤0.01%
27,323
+7,062
2814
$1.06M ﹤0.01%
87,433
+52,568
2815
$1.06M ﹤0.01%
162,204
+1,685
2816
$1.05M ﹤0.01%
34,837
+6,972
2817
$1.05M ﹤0.01%
14,985
-95,974
2818
$1.05M ﹤0.01%
67,782
-293
2819
$1.05M ﹤0.01%
24,310
+5,790
2820
$1.05M ﹤0.01%
42,368
-28,047
2821
$1.05M ﹤0.01%
83,643
-12,649
2822
$1.05M ﹤0.01%
169,221
+13,989
2823
$1.05M ﹤0.01%
39,085
+16,720
2824
$1.05M ﹤0.01%
23,197
-159,997
2825
$1.04M ﹤0.01%
42,276
-59,490
111 112
113
114 115