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
276
$122M 0.05%
10,320,541
+244,733
277
$122M 0.05%
4,593,145
-410,072
278
$122M 0.05%
818,619
-29,206
279
$121M 0.05%
1,177,002
-398,886
280
$120M 0.05%
1,911,104
+59,436
281
$120M 0.05%
1,685,554
-909,942
282
$120M 0.05%
2,356,328
+96,643
283
$119M 0.05%
1,291,437
-446,587
284
$119M 0.05%
1,030,505
-109,908
285
$119M 0.05%
3,086,916
-689,528
286
$118M 0.05%
2,899,336
-369,737
287
$118M 0.05%
569,241
+18,692
288
$118M 0.05%
5,172,458
+76,206
289
$118M 0.05%
1,106,940
-477,555
290
$117M 0.05%
1,700,013
+9,374
291
$117M 0.05%
309,006
+17,216
292
$117M 0.05%
889,467
-54,240
293
$116M 0.05%
1,447,803
+77,709
294
$116M 0.05%
908,885
-124,136
295
$115M 0.05%
1,453,995
-319,459
296
$114M 0.05%
1,255,466
+915,753
297
$113M 0.05%
1,846,654
-785,157
298
$113M 0.05%
4,251,564
-1,865,484
299
$113M 0.05%
4,585,131
-3,304,898
300
$112M 0.05%
982,561
-18,208
10 11
12
13 14