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
151
$255M 0.11%
11,528,412
+308,826
152
$254M 0.11%
2,081,977
-202,550
153
$253M 0.11%
2,942,902
-109,686
154
$252M 0.11%
9,956,807
-1,786,454
155
$250M 0.11%
3,500,004
-103,249
156
$249M 0.11%
5,603,516
-463,389
157
$243M 0.11%
7,692,287
-332,694
158
$242M 0.11%
998,576
-40,460
159
$242M 0.11%
841,188
-114,696
160
$239M 0.1%
4,980,272
-55,448
161
$238M 0.1%
992,318
-43,857
162
$237M 0.1%
5,685,511
-3,469,406
163
$236M 0.1%
2,841,327
-345,571
164
$236M 0.1%
2,298,689
-187,358
165
$235M 0.1%
2,868,236
+5,390
166
$233M 0.1%
3,932,735
+475,293
167
$231M 0.1%
5,316,751
-455,799
168
$229M 0.1%
569,667
-30,380
169
$228M 0.1%
2,927,094
-7,291,253
170
$227M 0.1%
2,034,494
+78,430
171
$224M 0.1%
2,699,321
-104,376
172
$223M 0.1%
2,145,123
+294,587
173
$222M 0.1%
4,423,672
-491,172
174
$222M 0.1%
4,992,877
+91,221
175
$221M 0.1%
2,460,543
+107,779
5 6
7
8 9