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
351
$89.6M 0.04%
1,539,108
-52,261
352
$88.3M 0.04%
2,379,277
+206,486
353
$87.9M 0.04%
1,945,327
+906,881
354
$87.6M 0.04%
1,314,344
-147,482
355
$87.1M 0.04%
1,398,022
+405,861
356
$87.1M 0.04%
4,151,843
-197,675
357
$86.6M 0.04%
1,038,355
-130,110
358
$86.5M 0.04%
1,710,390
+239,540
359
$86.4M 0.04%
17,496,597
-736,249
360
$85.6M 0.04%
316,885
-14,247
361
$85.6M 0.04%
1,941,675
-520,325
362
$84.9M 0.04%
3,292,141
+56,798
363
$84.9M 0.04%
1,215,895
-26,611
364
$84.5M 0.04%
218,138
-53,576
365
$84.5M 0.04%
1,968,576
-339,608
366
$84.4M 0.04%
278,808
-9,900
367
$84M 0.04%
1,469,145
-51,978
368
$83.6M 0.04%
316,152
-68,207
369
$83.4M 0.04%
378,365
+55,674
370
$83.4M 0.04%
1,226,512
-515,676
371
$83.2M 0.04%
3,211,382
-1,610,212
372
$82M 0.04%
1,019,138
-182,150
373
$82M 0.04%
7,789,877
-2,373,607
374
$81.9M 0.04%
282,778
-25,916
375
$81.8M 0.04%
1,402,490
-74,506
13 14
15
16 17