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
926
$19.8M 0.01%
228,552
-58,531
927
$19.8M 0.01%
249,026
+96,466
928
$19.8M 0.01%
491,861
+294,062
929
$19.8M 0.01%
329,487
-2,387
930
$19.7M 0.01%
447,452
-185,011
931
$19.6M 0.01%
529,211
+21,226
932
$19.6M 0.01%
1,191,932
+250,877
933
$19.5M 0.01%
353,257
+46,747
934
$19.5M 0.01%
1,445,625
+25,378
935
$19.4M 0.01%
219,599
-41,523
936
$19.4M 0.01%
943,144
+54,578
937
$19.3M 0.01%
1,287,379
-441,911
938
$19.3M 0.01%
771,580
-1,109,231
939
$19.3M 0.01%
266,597
-23,578
940
$19.2M 0.01%
1,210,940
+227,259
941
$19.2M 0.01%
1,555,159
-1,132,887
942
$19.2M 0.01%
228,625
-28,957
943
$19.1M 0.01%
823,735
+14,223
944
$19.1M 0.01%
86,351
-3,401
945
$19.1M 0.01%
480,032
-80,486
946
$19.1M 0.01%
141,249
-35,224
947
$19M 0.01%
412,914
-36,768
948
$19M 0.01%
161,904
-13,586
949
$18.9M 0.01%
180,969
-78,632
950
$18.9M 0.01%
380,125
+327,549
36 37
38
39 40