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
2976
$846K ﹤0.01%
36,099
-12,959
2977
$845K ﹤0.01%
86,200
-3,887
2978
$843K ﹤0.01%
83,098
+7,413
2979
$842K ﹤0.01%
111,354
+103,977
2980
$841K ﹤0.01%
13,039
-3,075
2981
$841K ﹤0.01%
106,132
+6,955
2982
$840K ﹤0.01%
19,044
-4,091
2983
$840K ﹤0.01%
52,042
+1,670
2984
$840K ﹤0.01%
144,256
-133,244
2985
$839K ﹤0.01%
25,476
+8,728
2986
$839K ﹤0.01%
15,443
+7,401
2987
$838K ﹤0.01%
47,030
+28,321
2988
$837K ﹤0.01%
250,670
-6,232
2989
$837K ﹤0.01%
127,368
-89,941
2990
$836K ﹤0.01%
9,521
-139
2991
$835K ﹤0.01%
51,073
+17,271
2992
$834K ﹤0.01%
20,225
-2,652
2993
$833K ﹤0.01%
82,461
+8,958
2994
$833K ﹤0.01%
3,705
-6,234
2995
$826K ﹤0.01%
26,696
+24,135
2996
$826K ﹤0.01%
22,161
-23,347
2997
$826K ﹤0.01%
13,464
-22,620
2998
$823K ﹤0.01%
27,937
+8,237
2999
$822K ﹤0.01%
66,998
+3,511
3000
$817K ﹤0.01%
18,301
+3,914
118 119
120
121 122