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
3201
$622K ﹤0.01%
1,036
+919
3202
$619K ﹤0.01%
9,400
-23,848
3203
$617K ﹤0.01%
40,572
+40,571
3204
$617K ﹤0.01%
8,076
-10,361
3205
$616K ﹤0.01%
74,492
-49,348
3206
$615K ﹤0.01%
6,465
-46,432
3207
$614K ﹤0.01%
7,503
-13,666
3208
$614K ﹤0.01%
46,305
+32,957
3209
$613K ﹤0.01%
49,006
+3,910
3210
$612K ﹤0.01%
96,690
-406
3211
$612K ﹤0.01%
19,948
-70,075
3212
$608K ﹤0.01%
4,930
-10,371
3213
$607K ﹤0.01%
117,918
+52,094
3214
$607K ﹤0.01%
42,243
+3,583
3215
$605K ﹤0.01%
+57,322
3216
$604K ﹤0.01%
10,230
+9,516
3217
$604K ﹤0.01%
21,229
+2,214
3218
$602K ﹤0.01%
27,199
-7,444
3219
$601K ﹤0.01%
14,766
+1,143
3220
$599K ﹤0.01%
20,078
+78
3221
$599K ﹤0.01%
53,719
-62,106
3222
$599K ﹤0.01%
92,382
+8,487
3223
$598K ﹤0.01%
62,962
+6,505
3224
$596K ﹤0.01%
4,798
+2,787
3225
$596K ﹤0.01%
2,030
+82
127 128
129
130 131