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
601
$39.4M 0.02%
367,889
-36,390
602
$39.2M 0.02%
372,289
+236,159
603
$39.2M 0.02%
146,817
-132,493
604
$39.1M 0.02%
1,580,520
+195,670
605
$39.1M 0.02%
887,992
+172,168
606
$39M 0.02%
851,684
+22,175
607
$39M 0.02%
277,914
+27,096
608
$38.9M 0.02%
1,931,178
+745,543
609
$38.8M 0.02%
1,513,442
+514,921
610
$38.8M 0.02%
984,251
-45,054
611
$38.7M 0.02%
366,501
-24,467
612
$38.6M 0.02%
609,993
+322,927
613
$38.6M 0.02%
398,076
-191,200
614
$38.6M 0.02%
498,241
+187,787
615
$38.5M 0.02%
411,914
-5,923
616
$38.5M 0.02%
313,674
+61,900
617
$38.5M 0.02%
669,867
-16,659
618
$38.4M 0.02%
1,177,135
+79,298
619
$38.4M 0.02%
1,199,533
+755,842
620
$38.1M 0.02%
1,202,409
+374,524
621
$38.1M 0.02%
906,678
+82,777
622
$38M 0.02%
857,924
+114,417
623
$37.9M 0.02%
867,534
+53,156
624
$37.7M 0.02%
1,651,911
-148,680
625
$37.7M 0.02%
278,695
-2,223
23 24
25
26 27