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
5426
$43K ﹤0.01%
2,188
-932
5427
$43K ﹤0.01%
+4,332
5428
$43K ﹤0.01%
2,302
+2,079
5429
$43K ﹤0.01%
5,000
-2,300
5430
$43K ﹤0.01%
3,551
+739
5431
$43K ﹤0.01%
2,812
+2,148
5432
$43K ﹤0.01%
1,836
-109
5433
$42K ﹤0.01%
10,500
+2,155
5434
$42K ﹤0.01%
930
-614
5435
$42K ﹤0.01%
1,843
-3,288
5436
$42K ﹤0.01%
1,443
-2,517
5437
$42K ﹤0.01%
1,444
+978
5438
$42K ﹤0.01%
824
-55
5439
$42K ﹤0.01%
1,511
-494
5440
$42K ﹤0.01%
1,472
+7
5441
$42K ﹤0.01%
12,316
+12,135
5442
$42K ﹤0.01%
14,800
-1,000
5443
$42K ﹤0.01%
300
-283
5444
$42K ﹤0.01%
1,705
+878
5445
$42K ﹤0.01%
1,743
+40
5446
$42K ﹤0.01%
5,877
-218
5447
$42K ﹤0.01%
11,217
+5,064
5448
$42K ﹤0.01%
1,101
+651
5449
$42K ﹤0.01%
1,339
+1,145
5450
$42K ﹤0.01%
3,121
+1,486
216 217
218
219 220