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
851
$22.9M 0.01%
318,534
-26,317
852
$22.9M 0.01%
1,146,438
+132,314
853
$22.8M 0.01%
362,397
+3,909
854
$22.7M 0.01%
337,656
-32,038
855
$22.7M 0.01%
472,248
+85,786
856
$22.6M 0.01%
86,231
+14,588
857
$22.6M 0.01%
1,209,897
+262,454
858
$22.5M 0.01%
300,620
+13,625
859
$22.5M 0.01%
995,071
-1,563,667
860
$22.5M 0.01%
539,294
-7,986
861
$22.5M 0.01%
1,462,274
+457,168
862
$22.5M 0.01%
561,849
+125,797
863
$22.4M 0.01%
867,970
+19,528
864
$22.4M 0.01%
910,615
+65,386
865
$22.3M 0.01%
1,641,244
+42,076
866
$22.3M 0.01%
3,862,378
-10,491
867
$22.3M 0.01%
780,664
-47,498
868
$22.2M 0.01%
164,450
-73,150
869
$21.9M 0.01%
454,140
-33,416
870
$21.9M 0.01%
400,244
+3,585
871
$21.8M 0.01%
1,835,752
-153,646
872
$21.7M 0.01%
1,605,151
+90,036
873
$21.7M 0.01%
156,002
-11,524
874
$21.7M 0.01%
670,330
+74,006
875
$21.7M 0.01%
1,986,354
-108,999
33 34
35
36 37