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
1276
$10.3M ﹤0.01%
169,444
-51,612
1277
$10.2M ﹤0.01%
190,298
-16,144
1278
$10.2M ﹤0.01%
321,196
+56,714
1279
$10.2M ﹤0.01%
405,451
+82,576
1280
$10.2M ﹤0.01%
23,416
+897
1281
$10.2M ﹤0.01%
210,897
+46,415
1282
$10.2M ﹤0.01%
122,789
-151,582
1283
$10.2M ﹤0.01%
233,251
+94,893
1284
$10.2M ﹤0.01%
155,032
+50,840
1285
$10.2M ﹤0.01%
9,392
+2,548
1286
$10.2M ﹤0.01%
222,980
+814
1287
$10.2M ﹤0.01%
137,567
-77,587
1288
$10.1M ﹤0.01%
127,345
-120,422
1289
$10.1M ﹤0.01%
375,970
+184,805
1290
$10.1M ﹤0.01%
84,506
-8,665
1291
$10.1M ﹤0.01%
1,007,461
-8,920
1292
$10.1M ﹤0.01%
366,313
-1,512,694
1293
$10.1M ﹤0.01%
197,743
+14,799
1294
$10M ﹤0.01%
105,624
-9,682
1295
$10M ﹤0.01%
238,266
+41,143
1296
$10M ﹤0.01%
72,795
-80,590
1297
$9.99M ﹤0.01%
127,100
+44,800
1298
$9.98M ﹤0.01%
266,579
-386,429
1299
$9.97M ﹤0.01%
215,197
+55,278
1300
$9.97M ﹤0.01%
203,433
-9,706
50 51
52
53 54