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
626
$37.6M 0.02%
780,230
+30,148
627
$37.4M 0.02%
907,905
-18,406
628
$37.3M 0.02%
413,973
-30,440
629
$37.2M 0.02%
925,910
-36,226
630
$37.2M 0.02%
970,162
-180,187
631
$37.1M 0.02%
689,463
+58,669
632
$37M 0.02%
1,090,725
+242,696
633
$36.9M 0.02%
1,414,281
-111,326
634
$36.9M 0.02%
312,097
-115,255
635
$36.9M 0.02%
849,453
-61,356
636
$36.9M 0.02%
571,986
+69,081
637
$36.9M 0.02%
860,610
+103,213
638
$36.8M 0.02%
645,419
-39,346
639
$36.8M 0.02%
1,897,191
-179,122
640
$36.7M 0.02%
1,686,093
+114,609
641
$36.7M 0.02%
6,580,624
-1,792,521
642
$36.6M 0.02%
1,646,441
+47,738
643
$36.6M 0.02%
823,896
-4,957
644
$36.6M 0.02%
742,164
+23,461
645
$36.6M 0.02%
240,222
+18,902
646
$36.5M 0.02%
305,339
-7,274
647
$36.5M 0.02%
108,565
-26,680
648
$36.4M 0.02%
2,405,832
+695,195
649
$36.4M 0.02%
278,616
+2,063
650
$36.3M 0.02%
2,603,032
-168,000
24 25
26
27 28