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
1951
$3.55M ﹤0.01%
134,201
+43,707
1952
$3.54M ﹤0.01%
166,612
-95,762
1953
$3.54M ﹤0.01%
127,753
+16,081
1954
$3.54M ﹤0.01%
165,096
+39,669
1955
$3.53M ﹤0.01%
109,308
+41,352
1956
$3.52M ﹤0.01%
48,967
-146,047
1957
$3.51M ﹤0.01%
243,615
+8,036
1958
$3.51M ﹤0.01%
62,825
+25,760
1959
$3.5M ﹤0.01%
186,677
-9,980
1960
$3.5M ﹤0.01%
203,995
-466,243
1961
$3.5M ﹤0.01%
406,853
+18,820
1962
$3.5M ﹤0.01%
59,470
+23,172
1963
$3.5M ﹤0.01%
488,792
-75,523
1964
$3.5M ﹤0.01%
370,976
+369,033
1965
$3.49M ﹤0.01%
19,018
+1,082
1966
$3.49M ﹤0.01%
116,870
+12,316
1967
$3.48M ﹤0.01%
107,954
+21,475
1968
$3.48M ﹤0.01%
141,053
-131,622
1969
$3.46M ﹤0.01%
149,160
-133,522
1970
$3.45M ﹤0.01%
157,779
+21,799
1971
$3.45M ﹤0.01%
109,554
+984
1972
$3.44M ﹤0.01%
174,323
-121,415
1973
$3.43M ﹤0.01%
69,046
+33,356
1974
$3.43M ﹤0.01%
46,565
+1,553
1975
$3.42M ﹤0.01%
103,546
+12,329
77 78
79
80 81