UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206B
AUM Growth
-$7.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,506
New
Increased
Reduced
Closed

Top Buys

1
+$473M
2
+$352M
3
+$337M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$319M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$291M

Top Sells

1
+$1.93B
2
+$1.47B
3
+$554M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$548M
5
MSFT icon
Microsoft
MSFT
+$466M

Sector Composition

1 Technology 11.91%
2 Financials 8.45%
3 Healthcare 7.89%
4 Consumer Discretionary 7.24%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$904M 0.35%
5,975,949
+114,669
52
$891M 0.34%
2,986,101
-65,137
53
$823M 0.32%
24,151,170
-148,165
54
$819M 0.32%
6,394,492
+30,864
55
$801M 0.31%
4,136,659
-824,573
56
$772M 0.3%
26,477,006
+1,843,530
57
$759M 0.29%
12,404,275
+1,676,386
58
$755M 0.29%
5,507,706
-540,124
59
$741M 0.29%
2,719,851
-94,670
60
$737M 0.28%
11,390,761
-1,463,224
61
$737M 0.28%
12,211,368
+239,852
62
$736M 0.28%
7,237,288
+3,311,862
63
$735M 0.28%
5,730,929
+51,089
64
$733M 0.28%
3,525,614
+95,405
65
$715M 0.28%
3,235,001
-155,387
66
$696M 0.27%
5,387,701
-659,537
67
$677M 0.26%
4,182,335
-738,248
68
$674M 0.26%
6,737,778
-704,995
69
$670M 0.26%
4,065,685
-490,953
70
$667M 0.26%
5,846,495
+890,666
71
$662M 0.25%
7,616,734
-209,843
72
$650M 0.25%
10,146,665
+418,959
73
$646M 0.25%
9,142,531
-2,065,540
74
$637M 0.25%
5,621,204
+2,564,959
75
$635M 0.24%
15,760,473
-1,179,420
1 2
3
4 5