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
2826
$1.04M ﹤0.01%
22,682
+17,162
2827
$1.04M ﹤0.01%
36,928
-37,350
2828
$1.04M ﹤0.01%
39,696
-38,382
2829
$1.04M ﹤0.01%
103,360
2830
$1.04M ﹤0.01%
9,316
+7,482
2831
$1.03M ﹤0.01%
20,551
+1,983
2832
$1.03M ﹤0.01%
21,553
+19,243
2833
$1.03M ﹤0.01%
54,315
+18,995
2834
$1.03M ﹤0.01%
16,753
+9,960
2835
$1.03M ﹤0.01%
82,012
-5,021
2836
$1.03M ﹤0.01%
57,249
+51,409
2837
$1.02M ﹤0.01%
22,849
+2,418
2838
$1.02M ﹤0.01%
89,404
+79,689
2839
$1.02M ﹤0.01%
38,573
-11,852
2840
$1.02M ﹤0.01%
106,239
+11,600
2841
$1.02M ﹤0.01%
5,484
+1,848
2842
$1.02M ﹤0.01%
13,637
-10,181
2843
$1.02M ﹤0.01%
413,059
+322,238
2844
$1.01M ﹤0.01%
53,036
+11,394
2845
$1.01M ﹤0.01%
49,297
+49,284
2846
$1.01M ﹤0.01%
81,249
-8,862
2847
$1.01M ﹤0.01%
29,622
+838
2848
$1M ﹤0.01%
108,397
-230
2849
$1M ﹤0.01%
14,639
-57,484
2850
$998K ﹤0.01%
16,970
-1,077
112 113
114
115 116