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
1751
$4.74M ﹤0.01%
183,932
+147,149
1752
$4.74M ﹤0.01%
45,263
-79,114
1753
$4.73M ﹤0.01%
72,840
+1,613
1754
$4.73M ﹤0.01%
114,057
-87,812
1755
$4.71M ﹤0.01%
118,290
+28,157
1756
$4.71M ﹤0.01%
80,024
-60,580
1757
$4.7M ﹤0.01%
231,582
+149,277
1758
$4.7M ﹤0.01%
288,630
+19,443
1759
$4.7M ﹤0.01%
21,121
-3,584
1760
$4.68M ﹤0.01%
17,350
+1,297
1761
$4.67M ﹤0.01%
137,688
+4,217
1762
$4.67M ﹤0.01%
53,003
-4,090
1763
$4.66M ﹤0.01%
343,700
-19,474
1764
$4.66M ﹤0.01%
26,476
-4,188
1765
$4.65M ﹤0.01%
146,859
+137,686
1766
$4.64M ﹤0.01%
220,976
-7,789
1767
$4.64M ﹤0.01%
59,257
+19,313
1768
$4.63M ﹤0.01%
1,258,658
-70,681
1769
$4.63M ﹤0.01%
14,555
-10,265
1770
$4.63M ﹤0.01%
133,460
-2,500
1771
$4.63M ﹤0.01%
120,066
+14,718
1772
$4.62M ﹤0.01%
81,687
+39,900
1773
$4.61M ﹤0.01%
148,760
+1,690
1774
$4.61M ﹤0.01%
48,215
+47,436
1775
$4.61M ﹤0.01%
82,319
-31,252
69 70
71
72 73