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
1101
$13.9M 0.01%
592,676
+236,275
1102
$13.8M 0.01%
414,467
+275,801
1103
$13.8M 0.01%
3,756,477
+1,781,655
1104
$13.8M 0.01%
406,076
+62,846
1105
$13.8M 0.01%
554,259
+288,097
1106
$13.8M 0.01%
171,039
-7,935
1107
$13.8M 0.01%
425,932
+62,216
1108
$13.8M 0.01%
328,763
+13,860
1109
$13.7M 0.01%
152,272
+22,856
1110
$13.7M 0.01%
584,745
+29,793
1111
$13.7M 0.01%
317,780
-130,066
1112
$13.7M 0.01%
240,505
+5,304
1113
$13.7M 0.01%
674,051
-95,015
1114
$13.7M 0.01%
288,997
+6,911
1115
$13.6M 0.01%
473,132
-2,208
1116
$13.6M 0.01%
811,565
+100,847
1117
$13.6M 0.01%
592,450
-104,243
1118
$13.6M 0.01%
1,302,237
-100,339
1119
$13.6M 0.01%
592,008
-221,824
1120
$13.5M 0.01%
6,101,261
-24,526
1121
$13.5M 0.01%
229,375
-29,476
1122
$13.4M 0.01%
315,716
-58,471
1123
$13.4M 0.01%
49,649
+13,981
1124
$13.4M 0.01%
330,342
+24,906
1125
$13.3M 0.01%
279,492
-159,339
43 44
45
46 47