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
901
$20.7M 0.01%
864,626
-152,021
902
$20.5M 0.01%
590,243
+115,877
903
$20.5M 0.01%
288,717
+101,860
904
$20.5M 0.01%
1,630,242
+48,871
905
$20.4M 0.01%
1,272,462
-64,261
906
$20.4M 0.01%
495,879
-2,855
907
$20.4M 0.01%
2,289,875
-93,488
908
$20.3M 0.01%
695,327
+59,291
909
$20.3M 0.01%
341,187
-52,432
910
$20.3M 0.01%
530,081
+25,875
911
$20.2M 0.01%
264,629
-16,870
912
$20.2M 0.01%
122,544
+12,766
913
$20.2M 0.01%
193,192
-229,228
914
$20.2M 0.01%
684,990
+61,201
915
$20.1M 0.01%
186,075
+2,661
916
$20.1M 0.01%
618,146
-342,586
917
$20.1M 0.01%
2,139,872
-236,425
918
$20.1M 0.01%
219,097
-92,108
919
$20.1M 0.01%
741,238
-3,528,103
920
$20M 0.01%
359,144
-267,700
921
$20M 0.01%
61,399
-45,884
922
$20M 0.01%
965,354
-440,274
923
$20M 0.01%
183,412
+56,229
924
$19.9M 0.01%
684,446
+114,648
925
$19.9M 0.01%
555,407
-183,552
35 36
37
38 39