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
3751
$309K ﹤0.01%
663
+81
3752
$308K ﹤0.01%
71,227
-55,045
3753
$307K ﹤0.01%
14,010
-2,214
3754
$307K ﹤0.01%
6,957
+3,229
3755
$306K ﹤0.01%
25,425
+2,854
3756
$306K ﹤0.01%
3,066
+935
3757
$305K ﹤0.01%
2,162
+304
3758
$305K ﹤0.01%
34,970
-5,541
3759
$305K ﹤0.01%
31,143
+1,400
3760
$304K ﹤0.01%
13,049
-99,031
3761
$304K ﹤0.01%
15,260
-1,197
3762
$304K ﹤0.01%
10,345
+10,051
3763
$303K ﹤0.01%
21,775
-13,211
3764
$303K ﹤0.01%
33,807
+5,764
3765
$300K ﹤0.01%
7,212
+3,611
3766
$300K ﹤0.01%
12,408
+735
3767
$300K ﹤0.01%
83,494
+3,939
3768
$299K ﹤0.01%
667
+531
3769
$299K ﹤0.01%
30,100
-848
3770
$298K ﹤0.01%
16,651
+5,404
3771
$298K ﹤0.01%
48,066
+4,026
3772
$297K ﹤0.01%
13,306
-56,713
3773
$297K ﹤0.01%
+2,979
3774
$296K ﹤0.01%
29,881
-247
3775
$296K ﹤0.01%
62,078
-4,684
149 150
151
152 153