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
3726
$319K ﹤0.01%
+17,795
3727
$319K ﹤0.01%
47,276
-1,443
3728
$318K ﹤0.01%
26,817
+14,807
3729
$318K ﹤0.01%
10,336
+6,570
3730
$317K ﹤0.01%
11,416
+765
3731
$316K ﹤0.01%
31,740
+28,631
3732
$316K ﹤0.01%
7,544
+3,830
3733
$316K ﹤0.01%
14,407
+3,700
3734
$315K ﹤0.01%
5,288
-743
3735
$314K ﹤0.01%
20,428
+18,937
3736
$314K ﹤0.01%
27,578
-5,713
3737
$314K ﹤0.01%
69,717
+18,474
3738
$314K ﹤0.01%
27,665
-1,926
3739
$314K ﹤0.01%
3,692
-50
3740
$312K ﹤0.01%
10,655
+9,630
3741
$312K ﹤0.01%
31,728
+7,267
3742
$311K ﹤0.01%
25,169
+5,652
3743
$311K ﹤0.01%
16,111
-28,011
3744
$311K ﹤0.01%
6,704
-55
3745
$311K ﹤0.01%
19,421
+2,579
3746
$310K ﹤0.01%
8,384
+8,115
3747
$310K ﹤0.01%
16,536
+1,451
3748
$309K ﹤0.01%
30,510
+3,288
3749
$309K ﹤0.01%
18,850
+17,750
3750
$309K ﹤0.01%
12,635
+5,128
148 149
150
151 152