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
726
$30.2M 0.01%
900,522
+578,582
727
$30.1M 0.01%
3,707,609
-41,461
728
$30.1M 0.01%
452,553
-261,872
729
$30M 0.01%
607,603
+542,040
730
$30M 0.01%
419,667
-187,514
731
$30M 0.01%
150,883
+113,507
732
$29.9M 0.01%
3,528,309
+286,771
733
$29.8M 0.01%
1,013,456
-8,298
734
$29.8M 0.01%
283,779
-66,372
735
$29.7M 0.01%
346,885
+8,878
736
$29.6M 0.01%
595,142
+87,696
737
$29.6M 0.01%
2,069,890
-321,392
738
$29.5M 0.01%
344,899
-9,504
739
$29.5M 0.01%
60,208
-11,014
740
$29.4M 0.01%
1,105,328
-517,096
741
$29.4M 0.01%
1,283,138
+755,628
742
$29.4M 0.01%
955,189
+244,652
743
$29.3M 0.01%
870,382
+780,433
744
$29.3M 0.01%
618,839
-262,927
745
$29.3M 0.01%
178,289
-164,089
746
$29.3M 0.01%
304,362
+10,152
747
$29.3M 0.01%
628,953
+74,975
748
$29.2M 0.01%
1,266,715
-456,098
749
$28.9M 0.01%
183,489
-53,231
750
$28.9M 0.01%
1,638,790
-248,098
28 29
30
31 32