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
$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
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
101
$370M 0.16%
12,603,562
-2,019,222
102
$366M 0.16%
2,012,426
-116,026
103
$361M 0.16%
1,432,095
-162,059
104
$357M 0.16%
2,103,040
+32,700
105
$356M 0.16%
3,483,142
-797,639
106
$353M 0.15%
4,400,652
-266,055
107
$348M 0.15%
7,239,219
+851,309
108
$348M 0.15%
22,699,644
+2,147,587
109
$346M 0.15%
24,497,289
-254,967
110
$340M 0.15%
1,052,073
-134,813
111
$338M 0.15%
2,278,765
-58,794
112
$338M 0.15%
4,548,782
-66,303
113
$335M 0.15%
2,822,146
-32,305
114
$333M 0.15%
7,109,940
-735,930
115
$332M 0.15%
2,437,407
-175,075
116
$329M 0.14%
3,140,408
-719,339
117
$329M 0.14%
5,290,283
+24,833
118
$327M 0.14%
29,631,033
+37,252
119
$321M 0.14%
4,860,117
-121,674
120
$320M 0.14%
5,536,439
+269,043
121
$319M 0.14%
3,911,831
+613,364
122
$316M 0.14%
5,176,239
+1,052,156
123
$315M 0.14%
4,595,471
-1,596,271
124
$314M 0.14%
8,765,247
-273,449
125
$313M 0.14%
1,397,232
+40,054
3 4
5
6 7