UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206B
AUM Growth
-$7.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,506
New
Increased
Reduced
Closed

Top Buys

1
+$473M
2
+$352M
3
+$337M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$319M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$291M

Top Sells

1
+$1.93B
2
+$1.47B
3
+$554M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$548M
5
MSFT icon
Microsoft
MSFT
+$466M

Sector Composition

1 Technology 11.91%
2 Financials 8.45%
3 Healthcare 7.89%
4 Consumer Discretionary 7.24%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$478M 0.18%
3,439,895
+221,308
102
$477M 0.18%
2,395,753
-227,797
103
$476M 0.18%
1,753,923
-55,651
104
$467M 0.18%
11,364,062
+4,237,757
105
$466M 0.18%
3,260,092
-1,285,776
106
$458M 0.18%
4,897,390
+1,688,963
107
$456M 0.18%
3,347,908
-138,891
108
$446M 0.17%
16,692,366
-10,231,410
109
$446M 0.17%
16,138,620
-1,027,440
110
$445M 0.17%
7,058,627
-1,270,153
111
$433M 0.17%
13,703,839
-2,187,150
112
$433M 0.17%
10,936,143
-120,399
113
$430M 0.17%
3,131,861
+330,867
114
$430M 0.17%
10,505,528
+664,246
115
$427M 0.16%
4,550,138
+625,618
116
$427M 0.16%
2,902,774
-686,543
117
$427M 0.16%
16,068,555
-2,417,100
118
$424M 0.16%
4,899,994
-380,296
119
$424M 0.16%
1,202,272
-30,464
120
$417M 0.16%
8,271,254
+379,554
121
$416M 0.16%
4,017,033
+437,387
122
$405M 0.16%
5,863,132
+518,972
123
$394M 0.15%
3,290,021
-610,180
124
$390M 0.15%
5,155,265
-839,964
125
$387M 0.15%
3,250,026
+14,000
3 4
5
6 7