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
5926
$27K ﹤0.01%
2,137
+340
5927
$27K ﹤0.01%
+2,600
5928
$27K ﹤0.01%
3,814
+1,282
5929
$27K ﹤0.01%
718
5930
$27K ﹤0.01%
2,693
+955
5931
$27K ﹤0.01%
2,657
+1,999
5932
$27K ﹤0.01%
2,618
-400
5933
$27K ﹤0.01%
1,424
-323
5934
$27K ﹤0.01%
2,777
+450
5935
$27K ﹤0.01%
1,543
+200
5936
$27K ﹤0.01%
1,492
-153
5937
$27K ﹤0.01%
949
+706
5938
$27K ﹤0.01%
2,785
+2,500
5939
$27K ﹤0.01%
2,697
+1,395
5940
$27K ﹤0.01%
2,709
-9,800
5941
$27K ﹤0.01%
2,750
+680
5942
$27K ﹤0.01%
787
+23
5943
$27K ﹤0.01%
2,686
+887
5944
$26K ﹤0.01%
3,099
+3,035
5945
$26K ﹤0.01%
2,323
+837
5946
$26K ﹤0.01%
1,638
+1,117
5947
$26K ﹤0.01%
1,057
+937
5948
$26K ﹤0.01%
27,149
+1,286
5949
$26K ﹤0.01%
+46
5950
$26K ﹤0.01%
1,031
+594
236 237
238
239 240