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
2001
$3.32M ﹤0.01%
40,149
+21,943
2002
$3.32M ﹤0.01%
352,179
+20,778
2003
$3.31M ﹤0.01%
190,247
-3,352
2004
$3.31M ﹤0.01%
287,683
-390,187
2005
$3.31M ﹤0.01%
17,438
+3,114
2006
$3.3M ﹤0.01%
35,159
-18,905
2007
$3.3M ﹤0.01%
101,916
-132
2008
$3.29M ﹤0.01%
345,697
-170,133
2009
$3.29M ﹤0.01%
19,739
+3,955
2010
$3.29M ﹤0.01%
289,732
-10,581
2011
$3.29M ﹤0.01%
53,690
-5,530
2012
$3.29M ﹤0.01%
230,838
+36,300
2013
$3.28M ﹤0.01%
77,824
+2,664
2014
$3.28M ﹤0.01%
134,556
-115,479
2015
$3.28M ﹤0.01%
299,704
+44,439
2016
$3.27M ﹤0.01%
131,892
+57,283
2017
$3.27M ﹤0.01%
108,512
+5,503
2018
$3.27M ﹤0.01%
112,795
+89,388
2019
$3.26M ﹤0.01%
315,248
+79,170
2020
$3.26M ﹤0.01%
63,999
+51,308
2021
$3.25M ﹤0.01%
71,795
-14,717
2022
$3.24M ﹤0.01%
118,261
+48,815
2023
$3.24M ﹤0.01%
132,306
+31,082
2024
$3.24M ﹤0.01%
78,589
+1,299
2025
$3.23M ﹤0.01%
213,893
+23,449
79 80
81
82 83