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
1476
$7.26M ﹤0.01%
84,989
+4,686
1477
$7.25M ﹤0.01%
423,576
-268,023
1478
$7.24M ﹤0.01%
72,265
+35,517
1479
$7.23M ﹤0.01%
82,678
-29,906
1480
$7.22M ﹤0.01%
161,105
-4,154
1481
$7.2M ﹤0.01%
497,678
+21,785
1482
$7.18M ﹤0.01%
277,326
+23,381
1483
$7.18M ﹤0.01%
396,276
+109,496
1484
$7.17M ﹤0.01%
468,958
-7,799
1485
$7.17M ﹤0.01%
233,592
-54,320
1486
$7.16M ﹤0.01%
347,881
-267,082
1487
$7.14M ﹤0.01%
93,948
-50,408
1488
$7.13M ﹤0.01%
1,552,734
-37,456
1489
$7.11M ﹤0.01%
88,771
-1,127
1490
$7.1M ﹤0.01%
268,414
+3,345
1491
$7.09M ﹤0.01%
133,792
+3,525
1492
$7.08M ﹤0.01%
92,969
-16,453
1493
$7.06M ﹤0.01%
52,374
+35,007
1494
$7.06M ﹤0.01%
577,644
+298,969
1495
$7.04M ﹤0.01%
185,662
-400,154
1496
$7.02M ﹤0.01%
61,945
+583
1497
$6.97M ﹤0.01%
530,370
-191,061
1498
$6.97M ﹤0.01%
330,931
-16,345
1499
$6.97M ﹤0.01%
96,292
-10,146
1500
$6.96M ﹤0.01%
228,627
+211,707
58 59
60
61 62