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
1126
$13.3M 0.01%
680,637
+1,554
1127
$13.3M 0.01%
59,939
-3,224
1128
$13.3M 0.01%
1,011,277
-718,734
1129
$13.3M 0.01%
92,043
-10,191
1130
$13.2M 0.01%
297,106
-17,191
1131
$13.2M 0.01%
91,553
+9,527
1132
$13.2M 0.01%
428,435
+306,135
1133
$13.1M 0.01%
188,911
-4,406
1134
$13M 0.01%
215,613
-73,030
1135
$13M 0.01%
254,308
+130,761
1136
$13M 0.01%
339,609
-187,626
1137
$13M 0.01%
1,112,295
-46,354
1138
$13M 0.01%
569,715
+196,695
1139
$12.9M 0.01%
440,217
+13,632
1140
$12.9M 0.01%
284,126
+70,400
1141
$12.9M 0.01%
240,559
+49,076
1142
$12.9M 0.01%
126,846
+42,152
1143
$12.8M 0.01%
709,405
-101,166
1144
$12.8M 0.01%
234,125
-1,618
1145
$12.8M 0.01%
38,725
+4,960
1146
$12.8M 0.01%
340,907
-5,720
1147
$12.8M 0.01%
1,321,796
-50,588
1148
$12.8M 0.01%
520,206
-251,386
1149
$12.8M 0.01%
245,916
-137,351
1150
$12.7M 0.01%
388,607
-15,605
44 45
46
47 48