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
951
$18.9M 0.01%
2,872,065
-4,066
952
$18.9M 0.01%
1,397,130
-8,021
953
$18.9M 0.01%
276,847
+168,360
954
$18.8M 0.01%
210,089
-27,800
955
$18.8M 0.01%
360,305
-359,544
956
$18.7M 0.01%
252,152
+13,666
957
$18.7M 0.01%
422,180
+9,120
958
$18.6M 0.01%
83,261
-37,000
959
$18.6M 0.01%
329,285
+22,827
960
$18.5M 0.01%
848,613
+193,074
961
$18.5M 0.01%
205,615
+164,728
962
$18.4M 0.01%
903,301
+632,995
963
$18.4M 0.01%
+824,803
964
$18.4M 0.01%
221,444
+112,104
965
$18.4M 0.01%
318,468
+20,670
966
$18.4M 0.01%
935,625
-896,976
967
$18.4M 0.01%
126,830
-9,032
968
$18.3M 0.01%
2,214,832
+154,742
969
$18.3M 0.01%
270,934
-19,481
970
$18.3M 0.01%
123,065
+120,525
971
$18.3M 0.01%
869,972
-173,388
972
$18.2M 0.01%
1,213,171
-218,134
973
$18.1M 0.01%
640,663
-266,925
974
$18M 0.01%
417,349
+5,670
975
$18M 0.01%
181,174
-239,786
37 38
39
40 41