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
426
$65.4M 0.03%
3,860,502
-263,951
427
$65.2M 0.03%
2,494,706
-658,762
428
$65M 0.03%
539,825
-221,713
429
$65M 0.03%
2,309,795
-270,976
430
$64.9M 0.03%
829,975
-2,700
431
$64.6M 0.03%
2,020,332
-275,962
432
$64.4M 0.03%
1,502,705
-5,667
433
$64.3M 0.03%
1,292,792
-68,314
434
$64.2M 0.03%
77,603
+12,401
435
$63.9M 0.03%
1,696,433
+176,470
436
$63.7M 0.03%
2,071,180
+711,702
437
$63.4M 0.03%
2,603,397
+660,659
438
$62.9M 0.03%
301,590
+71,447
439
$62.6M 0.03%
1,823,129
+236,036
440
$62.3M 0.03%
1,136,238
+144,325
441
$61.7M 0.03%
2,222,644
+1,469,303
442
$61.6M 0.03%
2,949,382
+2,097,309
443
$61.6M 0.03%
1,067,302
+32,222
444
$61.4M 0.03%
348,861
-26,147
445
$60.8M 0.03%
489,569
+68,795
446
$60.1M 0.03%
789,322
+327,351
447
$59.8M 0.03%
365,659
+136,812
448
$59.7M 0.03%
1,340,662
+76,846
449
$59.2M 0.03%
551,774
+546,844
450
$59.2M 0.03%
1,352,064
+429,704
16 17
18
19 20