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
2851
$998K ﹤0.01%
31,572
-5,201
2852
$993K ﹤0.01%
45,651
+23,278
2853
$993K ﹤0.01%
910,288
+263,869
2854
$988K ﹤0.01%
100,436
+12
2855
$987K ﹤0.01%
25,687
+8,694
2856
$982K ﹤0.01%
34,612
-38,568
2857
$982K ﹤0.01%
100,018
-7,099
2858
$982K ﹤0.01%
18,426
+420
2859
$981K ﹤0.01%
10,958
+10,727
2860
$981K ﹤0.01%
8,494
+458
2861
$981K ﹤0.01%
46,200
-14,860
2862
$976K ﹤0.01%
6,458
+4,620
2863
$976K ﹤0.01%
139,496
+62,877
2864
$975K ﹤0.01%
67,154
-820
2865
$973K ﹤0.01%
10,406
-18,855
2866
$972K ﹤0.01%
57,803
-3,674
2867
$971K ﹤0.01%
14,381
+2,237
2868
$970K ﹤0.01%
38,690
+8,263
2869
$966K ﹤0.01%
58,709
+4,627
2870
$964K ﹤0.01%
37,966
-50,501
2871
$964K ﹤0.01%
94,219
+17,333
2872
$963K ﹤0.01%
9,720
-8,922
2873
$963K ﹤0.01%
25,098
+15,406
2874
$963K ﹤0.01%
12,034
+4,788
2875
$960K ﹤0.01%
12,822
+7,642
113 114
115
116 117