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
3576
$386K ﹤0.01%
37,263
+35,157
3577
$385K ﹤0.01%
8,265
+6,281
3578
$384K ﹤0.01%
21,113
-15,444
3579
$383K ﹤0.01%
67,966
-10,032
3580
$383K ﹤0.01%
17,635
+3,659
3581
$383K ﹤0.01%
25,321
-8,581
3582
$383K ﹤0.01%
71,259
-2,905
3583
$382K ﹤0.01%
8,378
+1,119
3584
$382K ﹤0.01%
29,230
-9,708
3585
$382K ﹤0.01%
255,051
+120,002
3586
$381K ﹤0.01%
29,012
-20,123
3587
$381K ﹤0.01%
3,993
+2,665
3588
$380K ﹤0.01%
41,504
+25,706
3589
$380K ﹤0.01%
292,599
+1,718
3590
$379K ﹤0.01%
22,327
-11,667
3591
$378K ﹤0.01%
15,715
-18,936
3592
$378K ﹤0.01%
25,288
+22,480
3593
$378K ﹤0.01%
+17,977
3594
$377K ﹤0.01%
16,183
-143
3595
$377K ﹤0.01%
27,238
+8,247
3596
$376K ﹤0.01%
72,826
+3,840
3597
$375K ﹤0.01%
5,781
+3,899
3598
$375K ﹤0.01%
7,471
+5,966
3599
$374K ﹤0.01%
10,628
+2,420
3600
$374K ﹤0.01%
32,666
+25,859
142 143
144
145 146