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
3651
$351K ﹤0.01%
9,992
-19,010
3652
$351K ﹤0.01%
64,245
-37,870
3653
$351K ﹤0.01%
13,592
-5,837
3654
$350K ﹤0.01%
3,401
+1,108
3655
$350K ﹤0.01%
42,637
-25,953
3656
$349K ﹤0.01%
6,873
+880
3657
$349K ﹤0.01%
42,813
+3,359
3658
$348K ﹤0.01%
35,626
-22
3659
$347K ﹤0.01%
31,447
+4,682
3660
$347K ﹤0.01%
3,972
+3,804
3661
$346K ﹤0.01%
5,211
+5,015
3662
$346K ﹤0.01%
51,597
+43,117
3663
$346K ﹤0.01%
25,650
-48,395
3664
$345K ﹤0.01%
6,413
-28,297
3665
$345K ﹤0.01%
40,222
-9,664
3666
$345K ﹤0.01%
16,670
+6,604
3667
$344K ﹤0.01%
39,322
-1,660
3668
$344K ﹤0.01%
8,354
+4,706
3669
$344K ﹤0.01%
81,861
+22,364
3670
$343K ﹤0.01%
35,060
-1,002
3671
$343K ﹤0.01%
+15,976
3672
$343K ﹤0.01%
3,076
-4,869
3673
$342K ﹤0.01%
87,199
+12,245
3674
$342K ﹤0.01%
17,696
-21,793
3675
$342K ﹤0.01%
4,050
145 146
147
148 149