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
3026
$789K ﹤0.01%
129,531
+51,534
3027
$787K ﹤0.01%
69,793
+9,028
3028
$786K ﹤0.01%
46,158
-34,845
3029
$783K ﹤0.01%
46,809
+689
3030
$783K ﹤0.01%
77,099
+2,099
3031
$780K ﹤0.01%
13,289
+11,437
3032
$779K ﹤0.01%
6,254
+2,479
3033
$779K ﹤0.01%
57,627
+14,545
3034
$779K ﹤0.01%
61,633
+42,046
3035
$778K ﹤0.01%
73,667
+54,119
3036
$777K ﹤0.01%
21,171
+5,844
3037
$777K ﹤0.01%
23,910
+8,104
3038
$776K ﹤0.01%
34,042
+18,893
3039
$775K ﹤0.01%
49,130
+11,174
3040
$775K ﹤0.01%
16,928
-27,426
3041
$773K ﹤0.01%
40,562
+9,193
3042
$773K ﹤0.01%
89,883
-9,439
3043
$771K ﹤0.01%
105,671
-3,274
3044
$771K ﹤0.01%
22,774
+6,110
3045
$770K ﹤0.01%
32,651
-823
3046
$764K ﹤0.01%
14,267
+11,475
3047
$763K ﹤0.01%
26,635
-29,827
3048
$763K ﹤0.01%
35,455
-41,397
3049
$761K ﹤0.01%
44,171
-6,888
3050
$760K ﹤0.01%
52,130
+2,307
120 121
122
123 124