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
3851
$265K ﹤0.01%
19,956
+1,042
3852
$264K ﹤0.01%
10,740
-3,306
3853
$263K ﹤0.01%
6,732
-220
3854
$263K ﹤0.01%
11,918
+9,183
3855
$262K ﹤0.01%
28,812
+662
3856
$262K ﹤0.01%
26,112
3857
$261K ﹤0.01%
10,264
+6,001
3858
$261K ﹤0.01%
111,914
+16,483
3859
$261K ﹤0.01%
9,903
+1,388
3860
$261K ﹤0.01%
22,549
-614,856
3861
$261K ﹤0.01%
10,855
-3,218
3862
$261K ﹤0.01%
17,887
+3,240
3863
$260K ﹤0.01%
32,965
-34,638
3864
$260K ﹤0.01%
9,666
+8,448
3865
$259K ﹤0.01%
16,492
3866
$259K ﹤0.01%
2,827
-2,974
3867
$259K ﹤0.01%
63,325
+4,079
3868
$258K ﹤0.01%
64,953
+3,865
3869
$258K ﹤0.01%
+8,400
3870
$256K ﹤0.01%
11,782
-20,267
3871
$256K ﹤0.01%
7,545
+5,961
3872
$256K ﹤0.01%
9,893
-255
3873
$255K ﹤0.01%
5,597
+1,113
3874
$255K ﹤0.01%
10,427
+2,437
3875
$255K ﹤0.01%
27,993
-22,367
153 154
155
156 157