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
1876
$3.98M ﹤0.01%
158,087
-1,613,931
1877
$3.98M ﹤0.01%
600,232
-305,242
1878
$3.97M ﹤0.01%
80,508
+65,140
1879
$3.97M ﹤0.01%
1,120,359
+9,409
1880
$3.96M ﹤0.01%
321,607
-86,250
1881
$3.96M ﹤0.01%
399,973
+3,907
1882
$3.94M ﹤0.01%
520,888
+152,747
1883
$3.93M ﹤0.01%
299,845
-81,505
1884
$3.93M ﹤0.01%
61,824
+4,355
1885
$3.93M ﹤0.01%
305,512
+9,059
1886
$3.91M ﹤0.01%
20,915
-4,347
1887
$3.91M ﹤0.01%
239,308
+220,421
1888
$3.91M ﹤0.01%
1,441,297
+112,605
1889
$3.89M ﹤0.01%
40,391
+7,792
1890
$3.89M ﹤0.01%
45,054
-2,406
1891
$3.89M ﹤0.01%
155,840
-63,881
1892
$3.89M ﹤0.01%
161,185
-79,433
1893
$3.88M ﹤0.01%
232,618
+35,094
1894
$3.88M ﹤0.01%
151,643
+3,363
1895
$3.87M ﹤0.01%
171,129
+59,144
1896
$3.87M ﹤0.01%
110,198
-386
1897
$3.86M ﹤0.01%
146,216
-9,580
1898
$3.86M ﹤0.01%
135,643
-12,824
1899
$3.84M ﹤0.01%
51,631
-16,976
1900
$3.84M ﹤0.01%
136,834
+71,615
74 75
76
77 78