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
876
$21.7M 0.01%
407,012
+123,642
877
$21.5M 0.01%
187,576
+42,867
878
$21.5M 0.01%
417,374
-56,165
879
$21.4M 0.01%
267,217
-4,576
880
$21.4M 0.01%
380,734
-214,955
881
$21.4M 0.01%
1,916,257
+1,725,867
882
$21.4M 0.01%
160,416
+6,540
883
$21.4M 0.01%
283,469
+11,269
884
$21.3M 0.01%
190,391
-9,170
885
$21.3M 0.01%
446,222
+194,696
886
$21.2M 0.01%
470,381
-11,739
887
$21.2M 0.01%
1,210,907
+1,120,227
888
$21.1M 0.01%
271,739
-40,309
889
$21.1M 0.01%
263,213
-55,614
890
$21.1M 0.01%
1,969,218
-4,207,084
891
$21M 0.01%
280,163
+85,006
892
$21M 0.01%
333,457
+47,426
893
$20.9M 0.01%
342,612
-11,241
894
$20.9M 0.01%
179,117
-125,794
895
$20.9M 0.01%
352,899
+352,406
896
$20.9M 0.01%
309,094
-90,263
897
$20.9M 0.01%
1,738,172
+31,678
898
$20.8M 0.01%
4,869,418
-263,464
899
$20.7M 0.01%
359,204
-60,695
900
$20.7M 0.01%
619,583
+84,601
34 35
36
37 38