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
3551
$399K ﹤0.01%
98,905
+18,870
3552
$399K ﹤0.01%
184,028
3553
$399K ﹤0.01%
17,532
-5,910
3554
$398K ﹤0.01%
11,101
-79,262
3555
$397K ﹤0.01%
34,070
+6,517
3556
$397K ﹤0.01%
7,453
+2,267
3557
$396K ﹤0.01%
15,772
-44,038
3558
$396K ﹤0.01%
36,887
+16,245
3559
$396K ﹤0.01%
3,904
+217
3560
$395K ﹤0.01%
140
+4
3561
$395K ﹤0.01%
88,941
+7,881
3562
$394K ﹤0.01%
33,570
-613
3563
$393K ﹤0.01%
4,440
+3,941
3564
$393K ﹤0.01%
46,580
-82,407
3565
$393K ﹤0.01%
35,070
+4,454
3566
$391K ﹤0.01%
80,830
-29,455
3567
$391K ﹤0.01%
3,892
+188
3568
$389K ﹤0.01%
9,675
+9,573
3569
$389K ﹤0.01%
8,159
-31,393
3570
$389K ﹤0.01%
3,544
+186
3571
$388K ﹤0.01%
3,241
+611
3572
$388K ﹤0.01%
+5,080
3573
$387K ﹤0.01%
3,359
-563
3574
$387K ﹤0.01%
16,641
-47,144
3575
$387K ﹤0.01%
27,419
+7,919
141 142
143
144 145