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
8551
$2K ﹤0.01%
1,262
+549
8552
$2K ﹤0.01%
300
-330
8553
$2K ﹤0.01%
10,600
-4,850
8554
$2K ﹤0.01%
9,977
+876
8555
$2K ﹤0.01%
+95
8556
$2K ﹤0.01%
199
8557
$2K ﹤0.01%
201
+1
8558
$2K ﹤0.01%
1,500
+1,000
8559
$2K ﹤0.01%
110
-2,000
8560
$2K ﹤0.01%
80
-848
8561
$2K ﹤0.01%
11,954
-481
8562
$2K ﹤0.01%
432
-439
8563
$2K ﹤0.01%
9,159
+5,409
8564
$2K ﹤0.01%
162
-1,300
8565
$2K ﹤0.01%
209
-2
8566
$2K ﹤0.01%
381
-5
8567
$2K ﹤0.01%
1,000
-6,921
8568
$2K ﹤0.01%
4,128
-4,206
8569
$2K ﹤0.01%
15,174
+5,480
8570
$2K ﹤0.01%
20
-45
8571
$2K ﹤0.01%
+115
8572
$2K ﹤0.01%
849
+435
8573
$2K ﹤0.01%
+2,677
8574
$2K ﹤0.01%
4,679
+825
8575
$2K ﹤0.01%
59
-12
341 342
343
344 345