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
701
$32.2M 0.01%
542,122
+185,082
702
$32.1M 0.01%
185,971
+8,895
703
$32.1M 0.01%
485,683
-88,884
704
$32M 0.01%
723,753
+10,678
705
$32M 0.01%
252,970
-41,345
706
$31.9M 0.01%
215,228
-53,914
707
$31.8M 0.01%
2,808,174
+330,335
708
$31.7M 0.01%
1,387,208
+30,043
709
$31.6M 0.01%
378,115
-25,391
710
$31.6M 0.01%
784,735
-13,680
711
$31.6M 0.01%
6,330,970
+38,042
712
$31.5M 0.01%
2,089,228
-32,663
713
$31.5M 0.01%
1,979,198
-302,570
714
$31.4M 0.01%
1,503,440
+124,802
715
$31.3M 0.01%
1,117,146
-761,144
716
$31.2M 0.01%
931,078
-307,892
717
$31M 0.01%
435,636
-129,082
718
$31M 0.01%
968,820
-358,599
719
$30.9M 0.01%
433,050
+4,918
720
$30.9M 0.01%
428,113
-228,646
721
$30.4M 0.01%
691,595
+8,334
722
$30.4M 0.01%
125,035
-12,024
723
$30.3M 0.01%
450,942
+26,013
724
$30.2M 0.01%
418,291
+175,753
725
$30.2M 0.01%
2,269,183
+526,801
27 28
29
30 31