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
3276
$556K ﹤0.01%
6,797
+1,620
3277
$555K ﹤0.01%
21,376
+581
3278
$554K ﹤0.01%
49,903
+31,085
3279
$554K ﹤0.01%
26,375
+2,209
3280
$553K ﹤0.01%
6,506
+34
3281
$553K ﹤0.01%
14,391
+3,134
3282
$553K ﹤0.01%
17,791
-28,082
3283
$553K ﹤0.01%
23,603
+13,043
3284
$553K ﹤0.01%
175,110
-15,378
3285
$551K ﹤0.01%
37,576
+2,910
3286
$550K ﹤0.01%
37,649
+6,376
3287
$550K ﹤0.01%
18,813
+4,809
3288
$550K ﹤0.01%
+1,266
3289
$550K ﹤0.01%
27,760
+8,463
3290
$549K ﹤0.01%
20,715
+12,509
3291
$548K ﹤0.01%
60,989
+2,835
3292
$547K ﹤0.01%
14,944
+12,544
3293
$547K ﹤0.01%
52,799
+1,340
3294
$547K ﹤0.01%
49,221
+12,401
3295
$545K ﹤0.01%
43,202
+42,273
3296
$545K ﹤0.01%
41,791
-17,550
3297
$544K ﹤0.01%
77,191
-217
3298
$543K ﹤0.01%
13,575
+12,914
3299
$543K ﹤0.01%
12,520
+7,885
3300
$542K ﹤0.01%
3,951
+3,387
130 131
132
133 134