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
3526
$414K ﹤0.01%
3,378
+2,804
3527
$414K ﹤0.01%
12,665
+10,640
3528
$414K ﹤0.01%
22,235
-13,528
3529
$414K ﹤0.01%
5,784
-667
3530
$413K ﹤0.01%
51,508
-4,119
3531
$413K ﹤0.01%
18,707
-180,955
3532
$413K ﹤0.01%
51,860
+28,372
3533
$413K ﹤0.01%
218,538
+47,049
3534
$413K ﹤0.01%
6,056
+5,586
3535
$413K ﹤0.01%
2,660
-274
3536
$412K ﹤0.01%
51,743
+14,789
3537
$411K ﹤0.01%
41,872
-2,269
3538
$411K ﹤0.01%
32,785
+1,097
3539
$410K ﹤0.01%
6,144
+2,391
3540
$410K ﹤0.01%
68,480
+9,309
3541
$408K ﹤0.01%
9,358
+6,288
3542
$407K ﹤0.01%
82,191
-33,288
3543
$407K ﹤0.01%
16,002
+1,837
3544
$406K ﹤0.01%
17,137
-2,863
3545
$404K ﹤0.01%
21,893
-32,688
3546
$403K ﹤0.01%
38,223
+16,569
3547
$403K ﹤0.01%
74,838
+47,455
3548
$402K ﹤0.01%
8,840
+1,342
3549
$402K ﹤0.01%
30,087
+1,284
3550
$401K ﹤0.01%
17,195
+375
140 141
142
143 144