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
326
$102M 0.04%
1,422,721
-2,128,744
327
$102M 0.04%
1,753,332
+312,337
328
$101M 0.04%
1,714,816
-130,915
329
$100M 0.04%
861,736
-33,603
330
$96.6M 0.04%
1,216,775
-233,858
331
$96.4M 0.04%
873,643
+44,343
332
$96.2M 0.04%
756,900
+87,031
333
$95.8M 0.04%
2,620,902
-170,610
334
$95M 0.04%
2,166,997
+66,444
335
$94.9M 0.04%
657,015
+1,945
336
$94.8M 0.04%
5,993,090
+4,831,020
337
$94.7M 0.04%
446,229
-122,565
338
$93.9M 0.04%
2,436,015
-138,270
339
$93.8M 0.04%
460,669
-52,807
340
$93.7M 0.04%
1,105,231
-1,588,293
341
$93.1M 0.04%
569,581
-91,100
342
$93M 0.04%
3,183,736
-4,072
343
$91.8M 0.04%
2,443,058
-1,739,148
344
$91.8M 0.04%
705,008
-24,206
345
$91.6M 0.04%
1,787,274
-137,371
346
$91.1M 0.04%
1,510,297
-289,053
347
$91.1M 0.04%
895,855
+3,208
348
$90.9M 0.04%
2,414,433
+137,641
349
$90.4M 0.04%
1,138,497
-1,648
350
$90.1M 0.04%
1,273,539
-259,473
12 13
14
15 16