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
3701
$331K ﹤0.01%
4,511
+1,858
3702
$331K ﹤0.01%
15,100
-2,021
3703
$330K ﹤0.01%
32,960
+32,848
3704
$330K ﹤0.01%
4,617
-2,171
3705
$330K ﹤0.01%
5,866
-669
3706
$329K ﹤0.01%
25,675
-90,254
3707
$328K ﹤0.01%
7,211
+5,472
3708
$327K ﹤0.01%
7,374
-1,844
3709
$326K ﹤0.01%
15,948
+13,004
3710
$326K ﹤0.01%
12,000
+9,438
3711
$325K ﹤0.01%
10,300
3712
$325K ﹤0.01%
16,907
-25,886
3713
$325K ﹤0.01%
11,246
+1,311
3714
$325K ﹤0.01%
37,777
+8,238
3715
$325K ﹤0.01%
16,963
+14,291
3716
$325K ﹤0.01%
51,698
+16,320
3717
$325K ﹤0.01%
3,433
+1,800
3718
$322K ﹤0.01%
31,302
-4,166
3719
$321K ﹤0.01%
35,792
-4,623
3720
$321K ﹤0.01%
21,986
+3,466
3721
$321K ﹤0.01%
86,826
+12,830
3722
$321K ﹤0.01%
41,470
-25,114
3723
$320K ﹤0.01%
42,712
-115
3724
$320K ﹤0.01%
1,900
+369
3725
$320K ﹤0.01%
42,006
-205
147 148
149
150 151