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
551
$44.5M 0.02%
808,304
-29,783
552
$44.4M 0.02%
625,707
+19,361
553
$44.3M 0.02%
2,625,803
+242,499
554
$44.2M 0.02%
355,321
-8,885
555
$44M 0.02%
313,842
-184,921
556
$43.8M 0.02%
776,349
-249,453
557
$43.8M 0.02%
3,637,279
-365,278
558
$43.8M 0.02%
1,759,026
+56,588
559
$43.5M 0.02%
156,768
-37,597
560
$43.4M 0.02%
3,659,903
+3,234,770
561
$43.4M 0.02%
304,806
+22,478
562
$43.1M 0.02%
1,848,435
+8,107
563
$43M 0.02%
2,877,019
-387,890
564
$42.8M 0.02%
216,495
-14,409
565
$42.5M 0.02%
2,138,031
+1,677,226
566
$42.5M 0.02%
50,592
+304
567
$42.4M 0.02%
1,140,695
-125,755
568
$42.3M 0.02%
1,370,614
-60,431
569
$42.2M 0.02%
692,225
-178,256
570
$42M 0.02%
1,489,740
-352,552
571
$42M 0.02%
1,906,769
-91,619
572
$41.9M 0.02%
640,539
+212,312
573
$41.6M 0.02%
3,157,492
+347,778
574
$41.5M 0.02%
1,060,415
-53,728
575
$41.5M 0.02%
3,774,975
-390,984
21 22
23
24 25