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
451
$59M 0.03%
554,647
-20,212
452
$58.8M 0.03%
974,022
-72,613
453
$58.7M 0.03%
1,460,914
-24,345
454
$58.3M 0.03%
2,132,404
-937,309
455
$57.9M 0.03%
1,075,192
-4,813
456
$57.9M 0.03%
3,062,512
+192,754
457
$57.8M 0.03%
1,141,193
+212,161
458
$57.5M 0.03%
1,940,563
+46,414
459
$57.5M 0.03%
138,445
-47,593
460
$57.2M 0.03%
4,576,547
+410,098
461
$56.8M 0.02%
3,008,749
+2,458,323
462
$56.8M 0.02%
363,393
-7,465
463
$56.7M 0.02%
755,848
-114,702
464
$56.5M 0.02%
1,328,366
+204,010
465
$56.5M 0.02%
3,608,208
+850,920
466
$56.3M 0.02%
1,885,703
+860,222
467
$56.3M 0.02%
376,719
+47,089
468
$56.2M 0.02%
1,649,964
-19,881
469
$56.2M 0.02%
985,369
-92,803
470
$56.1M 0.02%
2,563,278
+28,658
471
$56.1M 0.02%
1,851,113
+157,041
472
$55.8M 0.02%
447,531
+90,767
473
$55.4M 0.02%
1,081,502
+1,066,451
474
$55.3M 0.02%
624,471
+23,413
475
$55.3M 0.02%
727,993
+7,983
17 18
19
20 21