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
3801
$288K ﹤0.01%
88,670
+19,570
3802
$288K ﹤0.01%
18,036
-210,284
3803
$287K ﹤0.01%
25,461
+24,024
3804
$286K ﹤0.01%
4,682
-2,417
3805
$286K ﹤0.01%
14,163
+12,084
3806
$285K ﹤0.01%
13,899
+3,289
3807
$285K ﹤0.01%
13,322
+12,557
3808
$285K ﹤0.01%
15,576
+12,631
3809
$285K ﹤0.01%
3,501
+3,214
3810
$285K ﹤0.01%
12,228
-8,552
3811
$285K ﹤0.01%
31,425
+2,355
3812
$285K ﹤0.01%
22,434
+20,121
3813
$284K ﹤0.01%
13,615
-28,020
3814
$284K ﹤0.01%
12,298
-8,817
3815
$282K ﹤0.01%
26,223
-1,825
3816
$282K ﹤0.01%
17,564
-4
3817
$281K ﹤0.01%
12,415
-140
3818
$279K ﹤0.01%
10,657
+10,647
3819
$279K ﹤0.01%
31,527
-2,350
3820
$279K ﹤0.01%
22,746
+14,764
3821
$279K ﹤0.01%
49,274
-27,162
3822
$278K ﹤0.01%
5,922
-1,174
3823
$277K ﹤0.01%
1,439
+1,103
3824
$277K ﹤0.01%
+13,535
3825
$276K ﹤0.01%
36,725
-113,293
151 152
153
154 155