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
801
$25.6M 0.01%
110,787
+65,173
802
$25.6M 0.01%
501,425
-94,355
803
$25.5M 0.01%
607,776
+52,155
804
$25.5M 0.01%
211,031
-102,801
805
$25.4M 0.01%
1,066,827
+395,670
806
$25.4M 0.01%
268,132
-30,594
807
$25.4M 0.01%
584,113
+32,996
808
$25.3M 0.01%
44,561
-35,662
809
$25.2M 0.01%
313,547
-14,427
810
$25.1M 0.01%
498,675
-128,170
811
$25M 0.01%
761,134
-87,526
812
$25M 0.01%
698,016
-477,830
813
$25M 0.01%
577,338
-256,114
814
$25M 0.01%
567,821
-32,566
815
$24.9M 0.01%
795,802
+69,434
816
$24.8M 0.01%
123,405
-105,201
817
$24.8M 0.01%
838,083
+576,574
818
$24.8M 0.01%
329,443
-4,330
819
$24.8M 0.01%
435,565
+98,675
820
$24.7M 0.01%
574,556
-155,250
821
$24.7M 0.01%
134,377
-80,011
822
$24.7M 0.01%
492,914
-32,472
823
$24.7M 0.01%
523,311
+448,549
824
$24.6M 0.01%
885,431
-57,411
825
$24.5M 0.01%
653,569
+157,442
31 32
33
34 35