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
3501
$426K ﹤0.01%
311,061
+198,768
3502
$426K ﹤0.01%
9,583
+8,357
3503
$426K ﹤0.01%
13,300
-972
3504
$425K ﹤0.01%
9,777
+3,739
3505
$425K ﹤0.01%
32,875
+10,588
3506
$425K ﹤0.01%
16,165
+693
3507
$425K ﹤0.01%
215,465
+84,015
3508
$425K ﹤0.01%
15,549
+1,438
3509
$425K ﹤0.01%
2,234
-27,858
3510
$424K ﹤0.01%
56,356
+51,689
3511
$424K ﹤0.01%
11,896
-1,842
3512
$424K ﹤0.01%
5,200
+1,504
3513
$423K ﹤0.01%
30,016
+29,402
3514
$421K ﹤0.01%
36,784
+3,585
3515
$420K ﹤0.01%
13,345
+774
3516
$420K ﹤0.01%
21,562
+21,278
3517
$419K ﹤0.01%
72,975
+49,401
3518
$418K ﹤0.01%
15,975
-857
3519
$417K ﹤0.01%
22,925
-13,692
3520
$417K ﹤0.01%
27,556
-133,657
3521
$417K ﹤0.01%
42,163
+2
3522
$416K ﹤0.01%
26,363
+10,473
3523
$416K ﹤0.01%
41,911
+541
3524
$415K ﹤0.01%
14,660
-64,475
3525
$415K ﹤0.01%
38,248
-11,588
139 140
141
142 143