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
4026
$209K ﹤0.01%
+2,116
4027
$209K ﹤0.01%
2,548
+1,881
4028
$209K ﹤0.01%
9,097
-435
4029
$208K ﹤0.01%
10,942
+1,041
4030
$208K ﹤0.01%
20,939
-814
4031
$207K ﹤0.01%
9,357
-50
4032
$207K ﹤0.01%
10,483
+1,188
4033
$207K ﹤0.01%
9,062
+3,530
4034
$206K ﹤0.01%
3,576
-731
4035
$206K ﹤0.01%
28,498
-186
4036
$206K ﹤0.01%
21,094
4037
$205K ﹤0.01%
110,200
+10,200
4038
$205K ﹤0.01%
2,797
+193
4039
$205K ﹤0.01%
4,110
-508
4040
$204K ﹤0.01%
20,976
4041
$204K ﹤0.01%
20,752
+636
4042
$204K ﹤0.01%
2,746
-32,548
4043
$204K ﹤0.01%
22,913
-197
4044
$204K ﹤0.01%
7,547
+5,533
4045
$203K ﹤0.01%
62,797
-37,630
4046
$202K ﹤0.01%
32,556
+27,352
4047
$202K ﹤0.01%
20,262
-9,283
4048
$202K ﹤0.01%
20,144
+559
4049
$201K ﹤0.01%
26,053
+14,719
4050
$201K ﹤0.01%
24,913
+1,681
160 161
162
163 164