UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
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
26
$985M 0.43%
2,999,561
+211,865
27
$976M 0.43%
12,449,549
-5,150
28
$950M 0.42%
13,191,714
+3,191,660
29
$948M 0.42%
21,612,385
-179,535
30
$945M 0.41%
10,974,396
-884,251
31
$939M 0.41%
23,467,859
-2,725,603
32
$931M 0.41%
6,481,469
-215,089
33
$913M 0.4%
1,799,867
-115,382
34
$891M 0.39%
24,502,375
+666,797
35
$862M 0.38%
6,355,676
+144,843
36
$858M 0.38%
5,312,021
-82,916
37
$850M 0.37%
10,381,477
-294,569
38
$843M 0.37%
5,858,329
+695,873
39
$840M 0.37%
18,914,860
-1,151,950
40
$819M 0.36%
9,393,249
-118,844
41
$810M 0.36%
5,994,831
+180,247
42
$797M 0.35%
4,830,787
-719,372
43
$779M 0.34%
2,917,969
-268,686
44
$774M 0.34%
4,738,444
-60,002
45
$757M 0.33%
3,356,445
-224,009
46
$753M 0.33%
4,198,431
+168,333
47
$742M 0.33%
7,867,176
+657,827
48
$735M 0.32%
8,422,418
-1,413,617
49
$730M 0.32%
16,987,315
-716,467
50
$723M 0.32%
4,327,490
-267,989
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