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
1976
$3.41M ﹤0.01%
57,929
-49,565
1977
$3.41M ﹤0.01%
13,868
-17,066
1978
$3.41M ﹤0.01%
47,832
+3,251
1979
$3.41M ﹤0.01%
66,619
+15,332
1980
$3.4M ﹤0.01%
13,040
-10,429
1981
$3.4M ﹤0.01%
380,788
-4,789
1982
$3.4M ﹤0.01%
197,948
+40,319
1983
$3.4M ﹤0.01%
181,663
-109,689
1984
$3.39M ﹤0.01%
117,463
-44,974
1985
$3.38M ﹤0.01%
85,496
-34,451
1986
$3.38M ﹤0.01%
332,730
-11,595
1987
$3.38M ﹤0.01%
155,761
+103,395
1988
$3.38M ﹤0.01%
316,278
-90,186
1989
$3.37M ﹤0.01%
90,481
+3,593
1990
$3.37M ﹤0.01%
72,460
+8,747
1991
$3.37M ﹤0.01%
93,376
+48,650
1992
$3.36M ﹤0.01%
30,054
-2,301
1993
$3.36M ﹤0.01%
215,734
-16,760
1994
$3.36M ﹤0.01%
172,236
+14,096
1995
$3.35M ﹤0.01%
55,554
+14,729
1996
$3.35M ﹤0.01%
547,229
+166,148
1997
$3.34M ﹤0.01%
57,243
+794
1998
$3.33M ﹤0.01%
224,200
+6,244
1999
$3.33M ﹤0.01%
849,370
-42,437
2000
$3.33M ﹤0.01%
83,990
-3,090
78 79
80
81 82