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
676
$34.3M 0.02%
7,306,786
+3,242,762
677
$34.3M 0.02%
1,238,458
+987,552
678
$34.3M 0.02%
326,731
-191,564
679
$34.3M 0.02%
509,772
+15,436
680
$34.2M 0.02%
1,106,648
+66,254
681
$34.1M 0.02%
512,357
-59,969
682
$34M 0.01%
782,888
-364,310
683
$34M 0.01%
860,595
-762,231
684
$34M 0.01%
950,663
-347,200
685
$33.9M 0.01%
406,465
+60,280
686
$33.5M 0.01%
406,030
-23,870
687
$33.5M 0.01%
2,913,218
-1,293,259
688
$33.4M 0.01%
998,314
+203,955
689
$33.2M 0.01%
442,086
-123,675
690
$33.1M 0.01%
369,303
-154,272
691
$33.1M 0.01%
922,161
+8,682
692
$33M 0.01%
298,335
+2,186
693
$33M 0.01%
715,578
-16,753
694
$32.9M 0.01%
290,448
-97,868
695
$32.7M 0.01%
650,277
+24,439
696
$32.6M 0.01%
702,048
+59,827
697
$32.6M 0.01%
659,711
-24,502
698
$32.5M 0.01%
913,238
-427,904
699
$32.2M 0.01%
1,424,210
+69,720
700
$32.2M 0.01%
189,436
-30,953
26 27
28
29 30