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
3001
$816K ﹤0.01%
11,611
+802
3002
$814K ﹤0.01%
182,997
+10,455
3003
$814K ﹤0.01%
47,367
-10,151
3004
$814K ﹤0.01%
20,132
+8,331
3005
$811K ﹤0.01%
73,678
-7,396
3006
$809K ﹤0.01%
58,025
-35,265
3007
$806K ﹤0.01%
28,008
-4,122
3008
$804K ﹤0.01%
18,879
+136
3009
$804K ﹤0.01%
52,324
-123,587
3010
$804K ﹤0.01%
20,507
-7,695
3011
$804K ﹤0.01%
61,116
+2,052
3012
$801K ﹤0.01%
23,009
-89,064
3013
$801K ﹤0.01%
20,469
-54,292
3014
$800K ﹤0.01%
13,109
-308
3015
$800K ﹤0.01%
22,228
+21,822
3016
$797K ﹤0.01%
13,934
+7,594
3017
$797K ﹤0.01%
37,354
+13,269
3018
$796K ﹤0.01%
13,751
-22,931
3019
$796K ﹤0.01%
9,143
+4,228
3020
$795K ﹤0.01%
89,804
+32,027
3021
$794K ﹤0.01%
10,477
-290
3022
$793K ﹤0.01%
41,776
+9,330
3023
$792K ﹤0.01%
14,285
-8,115
3024
$792K ﹤0.01%
34,084
+31,929
3025
$790K ﹤0.01%
39,755
-374,894
119 120
121
122 123