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
3476
$438K ﹤0.01%
28,638
+5,874
3477
$438K ﹤0.01%
17,555
-1,085
3478
$438K ﹤0.01%
17,295
+14,492
3479
$437K ﹤0.01%
42,126
-4,877
3480
$437K ﹤0.01%
16,998
+200
3481
$437K ﹤0.01%
18,004
+4,560
3482
$436K ﹤0.01%
148,690
+9,228
3483
$434K ﹤0.01%
15,450
-12,086
3484
$434K ﹤0.01%
10,061
+5,417
3485
$434K ﹤0.01%
16,289
+6,585
3486
$433K ﹤0.01%
+14,696
3487
$432K ﹤0.01%
44,952
-71,146
3488
$432K ﹤0.01%
21,606
+17,755
3489
$432K ﹤0.01%
1,804
+947
3490
$430K ﹤0.01%
31,635
+9,741
3491
$430K ﹤0.01%
10,581
+10,473
3492
$430K ﹤0.01%
105,440
-39,779
3493
$429K ﹤0.01%
+15,103
3494
$429K ﹤0.01%
30,532
-2,125
3495
$429K ﹤0.01%
84,041
+909
3496
$429K ﹤0.01%
7,060
-3,994
3497
$428K ﹤0.01%
91,060
-17,292
3498
$428K ﹤0.01%
19,877
-2,277
3499
$427K ﹤0.01%
13,695
+228
3500
$427K ﹤0.01%
157,667
-22
138 139
140
141 142