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
1926
$3.69M ﹤0.01%
37,166
+1,892
1927
$3.63M ﹤0.01%
204,214
+73,679
1928
$3.63M ﹤0.01%
63,003
+447
1929
$3.63M ﹤0.01%
131,431
+23,314
1930
$3.63M ﹤0.01%
96,038
+29,039
1931
$3.62M ﹤0.01%
104,124
-41,280
1932
$3.62M ﹤0.01%
152,198
+25,201
1933
$3.62M ﹤0.01%
342,046
-18,763
1934
$3.61M ﹤0.01%
200,727
+198,327
1935
$3.61M ﹤0.01%
307,440
-20,191
1936
$3.61M ﹤0.01%
209,090
+33
1937
$3.61M ﹤0.01%
96,820
+16,606
1938
$3.6M ﹤0.01%
98,387
-7,448
1939
$3.6M ﹤0.01%
254,065
-7,960
1940
$3.6M ﹤0.01%
203,749
-22,865
1941
$3.6M ﹤0.01%
52,394
-711
1942
$3.59M ﹤0.01%
57,252
+35,237
1943
$3.59M ﹤0.01%
54,796
+12,050
1944
$3.58M ﹤0.01%
155,598
-10,827
1945
$3.58M ﹤0.01%
43,915
-42,333
1946
$3.58M ﹤0.01%
8,690
-628
1947
$3.57M ﹤0.01%
112,015
-15,693
1948
$3.57M ﹤0.01%
3,041
-179
1949
$3.56M ﹤0.01%
33,980
+13,763
1950
$3.56M ﹤0.01%
550,317
+64,262
76 77
78
79 80