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
1226
$11M ﹤0.01%
88,430
-182,882
1227
$11M ﹤0.01%
1,362,191
-116,177
1228
$10.9M ﹤0.01%
1,147,833
+324,747
1229
$10.9M ﹤0.01%
50,120
-13,684
1230
$10.9M ﹤0.01%
135,615
-72,353
1231
$10.9M ﹤0.01%
873,811
+37,793
1232
$10.9M ﹤0.01%
784,416
-460,268
1233
$10.9M ﹤0.01%
349,854
+92,718
1234
$10.9M ﹤0.01%
204,627
-542,456
1235
$10.9M ﹤0.01%
164,608
-13,740
1236
$10.9M ﹤0.01%
368,073
-38,951
1237
$10.8M ﹤0.01%
74,963
-820
1238
$10.8M ﹤0.01%
217,136
-61,754
1239
$10.8M ﹤0.01%
1,068,406
+91,424
1240
$10.8M ﹤0.01%
466,288
+465,870
1241
$10.7M ﹤0.01%
1,166,169
+232,634
1242
$10.7M ﹤0.01%
377,104
+32,279
1243
$10.7M ﹤0.01%
526,893
-52,067
1244
$10.7M ﹤0.01%
131,233
-13,498
1245
$10.6M ﹤0.01%
34,990
-78,353
1246
$10.6M ﹤0.01%
421,490
+313,270
1247
$10.6M ﹤0.01%
314,604
-7,620
1248
$10.6M ﹤0.01%
53,787
+23,931
1249
$10.6M ﹤0.01%
503,601
-1,011,887
1250
$10.6M ﹤0.01%
164,579
+6,500
48 49
50
51 52