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
476
$55M 0.02%
1,308,886
+123,189
477
$54.9M 0.02%
1,158,519
+207,853
478
$54.6M 0.02%
971,502
-15,551
479
$54.3M 0.02%
2,661,631
+155,672
480
$54.1M 0.02%
1,175,726
-368,439
481
$53.7M 0.02%
712,840
-208,196
482
$53.6M 0.02%
2,379,075
-612,852
483
$53.6M 0.02%
424,574
-82,821
484
$53.2M 0.02%
1,444,533
-2,848
485
$53.2M 0.02%
681,984
+8,217
486
$52.7M 0.02%
1,090,821
-399,143
487
$52.5M 0.02%
2,107,359
+86,101
488
$52.2M 0.02%
2,734,191
+216,792
489
$52.1M 0.02%
186,411
+28,939
490
$51.7M 0.02%
301,086
+61,438
491
$51.5M 0.02%
3,215,065
-232,144
492
$51.3M 0.02%
455,806
-72,484
493
$51.2M 0.02%
761,513
-38,171
494
$50.9M 0.02%
2,674,708
+262,982
495
$50.9M 0.02%
141,399
-12,675
496
$50.6M 0.02%
1,059,499
-152,502
497
$50.4M 0.02%
242,360
-46,357
498
$50.2M 0.02%
781,173
-1,141
499
$50.2M 0.02%
1,059,806
-121,991
500
$50.1M 0.02%
281,315
+22,213
18 19
20
21 22