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
4701
$94K ﹤0.01%
3,758
+1,200
4702
$94K ﹤0.01%
13,861
+4,142
4703
$94K ﹤0.01%
9,693
+9,136
4704
$94K ﹤0.01%
2,029
-20,000
4705
$94K ﹤0.01%
5,102
+1,786
4706
$94K ﹤0.01%
9,797
+9,402
4707
$94K ﹤0.01%
23,410
+39
4708
$93K ﹤0.01%
3,707
+3,361
4709
$93K ﹤0.01%
3,295
+3,013
4710
$93K ﹤0.01%
1,532
+1,292
4711
$93K ﹤0.01%
4,065
+100
4712
$93K ﹤0.01%
10,627
+627
4713
$93K ﹤0.01%
4,064
-1,152
4714
$93K ﹤0.01%
919
+426
4715
$93K ﹤0.01%
58,490
-676,276
4716
$92K ﹤0.01%
+4,814
4717
$92K ﹤0.01%
20,130
+5,066
4718
$92K ﹤0.01%
58,364
+45,247
4719
$92K ﹤0.01%
2,998
-416
4720
$92K ﹤0.01%
5,901
+5,395
4721
$92K ﹤0.01%
1,630
+251
4722
$92K ﹤0.01%
5,615
+5,508
4723
$92K ﹤0.01%
3,680
+3,526
4724
$92K ﹤0.01%
12,696
+4,149
4725
$91K ﹤0.01%
3,614
+1,616
187 188
189
190 191