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
2076
$2.98M ﹤0.01%
291,410
+26,781
2077
$2.98M ﹤0.01%
67,766
+806
2078
$2.98M ﹤0.01%
40,908
-446
2079
$2.97M ﹤0.01%
189,087
-57,396
2080
$2.97M ﹤0.01%
82,999
-47,682
2081
$2.95M ﹤0.01%
126,184
-116,691
2082
$2.94M ﹤0.01%
80,998
+10,418
2083
$2.94M ﹤0.01%
667,514
-552,892
2084
$2.93M ﹤0.01%
120,278
+66,419
2085
$2.92M ﹤0.01%
50,703
+7,376
2086
$2.92M ﹤0.01%
263,850
-17,362
2087
$2.92M ﹤0.01%
54,939
+11,205
2088
$2.9M ﹤0.01%
34,416
-63,691
2089
$2.9M ﹤0.01%
21,905
+16,503
2090
$2.88M ﹤0.01%
41,878
-9,431
2091
$2.88M ﹤0.01%
137,717
+18,161
2092
$2.87M ﹤0.01%
48,185
+30,521
2093
$2.86M ﹤0.01%
193,242
+33,986
2094
$2.86M ﹤0.01%
35,659
-1,497
2095
$2.85M ﹤0.01%
104,324
+76,322
2096
$2.85M ﹤0.01%
40,824
-350
2097
$2.85M ﹤0.01%
37,614
-422
2098
$2.84M ﹤0.01%
36,834
+1,239
2099
$2.84M ﹤0.01%
119,320
-14,385
2100
$2.84M ﹤0.01%
31,696
-2,971
82 83
84
85 86