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
1901
$3.83M ﹤0.01%
47,191
+2,887
1902
$3.82M ﹤0.01%
+1,662,494
1903
$3.82M ﹤0.01%
62,043
-8,916
1904
$3.81M ﹤0.01%
132,533
+8,388
1905
$3.81M ﹤0.01%
259,126
-190,065
1906
$3.81M ﹤0.01%
148,035
-118,185
1907
$3.8M ﹤0.01%
1,107,503
+35,623
1908
$3.79M ﹤0.01%
64,278
-9,845
1909
$3.79M ﹤0.01%
636,512
+49,384
1910
$3.79M ﹤0.01%
405,315
-16,078
1911
$3.78M ﹤0.01%
444,697
-41,481
1912
$3.76M ﹤0.01%
171,703
-7,490
1913
$3.75M ﹤0.01%
200,441
-28,484
1914
$3.75M ﹤0.01%
223,098
+41,004
1915
$3.75M ﹤0.01%
38,070
+1,324
1916
$3.75M ﹤0.01%
208,923
-21,837
1917
$3.74M ﹤0.01%
201,839
-23,159
1918
$3.74M ﹤0.01%
46,606
+37,816
1919
$3.72M ﹤0.01%
34,775
-1,374
1920
$3.71M ﹤0.01%
1,600,302
+474,576
1921
$3.71M ﹤0.01%
152,720
-7,083
1922
$3.71M ﹤0.01%
412,321
-17,321
1923
$3.7M ﹤0.01%
176,916
-57,965
1924
$3.7M ﹤0.01%
222,561
-61,376
1925
$3.69M ﹤0.01%
171,196
+109,513
75 76
77
78 79