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
126
$312M 0.14%
2,188,440
+439,706
127
$307M 0.13%
4,068,693
+355,518
128
$307M 0.13%
6,231,238
-376,985
129
$307M 0.13%
1,356,204
-135,369
130
$306M 0.13%
3,790,640
-331,224
131
$304M 0.13%
1,856,131
-11,922
132
$298M 0.13%
1,282,448
-67,581
133
$296M 0.13%
2,889,751
-167,155
134
$294M 0.13%
879,263
-128,069
135
$290M 0.13%
11,229,317
-2,277,781
136
$290M 0.13%
4,665,810
-497,547
137
$288M 0.13%
3,336,137
+87,682
138
$280M 0.12%
2,727,468
-461,548
139
$276M 0.12%
11,607,020
+899,254
140
$275M 0.12%
3,041,766
-376,472
141
$270M 0.12%
3,615,101
-684,725
142
$270M 0.12%
1,883,835
-120,132
143
$269M 0.12%
2,834,514
-73,888
144
$268M 0.12%
913,073
-32,721
145
$267M 0.12%
2,705,163
-173,528
146
$265M 0.12%
2,765,904
+1,400,958
147
$265M 0.12%
1,225,737
+28,576
148
$263M 0.12%
861,938
-10,977
149
$261M 0.11%
2,154,858
-211,206
150
$256M 0.11%
5,317,617
-752,173
4 5
6
7 8