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
751
$28.9M 0.01%
1,500,069
+115,209
752
$28.9M 0.01%
1,213,996
-320,158
753
$28.8M 0.01%
510,839
-1,242
754
$28.8M 0.01%
884,720
+253,813
755
$28.6M 0.01%
1,365,049
-998,229
756
$28.6M 0.01%
264,469
-131,636
757
$28.6M 0.01%
422,710
+113,612
758
$28.5M 0.01%
874,800
+712,885
759
$28.5M 0.01%
4,053,833
+310,355
760
$28.5M 0.01%
654,473
+71,455
761
$28.2M 0.01%
564,425
-828,680
762
$28.2M 0.01%
2,566,781
-6,169
763
$28.1M 0.01%
150,579
-39,653
764
$28.1M 0.01%
348,910
-92,903
765
$28.1M 0.01%
347,849
-23,724
766
$28M 0.01%
310,327
+29,468
767
$27.9M 0.01%
443,313
-491,858
768
$27.9M 0.01%
86,597
-7,799
769
$27.7M 0.01%
780,864
+90,319
770
$27.7M 0.01%
463,615
-208,569
771
$27.7M 0.01%
231,653
-87,608
772
$27.6M 0.01%
517,963
+74,841
773
$27.6M 0.01%
642,174
+14,554
774
$27.6M 0.01%
628,776
-21,528
775
$27.5M 0.01%
2,039,248
-123,585
29 30
31
32 33