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
2101
$2.83M ﹤0.01%
174,409
+54,901
2102
$2.83M ﹤0.01%
288,417
-10,523
2103
$2.83M ﹤0.01%
465,629
-924
2104
$2.83M ﹤0.01%
309,690
+16,768
2105
$2.83M ﹤0.01%
85,063
-15,159
2106
$2.82M ﹤0.01%
40,470
+3,554
2107
$2.82M ﹤0.01%
24,640
+2,810
2108
$2.82M ﹤0.01%
203,414
+9,929
2109
$2.82M ﹤0.01%
15,884
+1,214
2110
$2.81M ﹤0.01%
92,319
+6,265
2111
$2.8M ﹤0.01%
285,425
+4,113
2112
$2.8M ﹤0.01%
91,583
-6,132
2113
$2.79M ﹤0.01%
46,923
-11,365
2114
$2.79M ﹤0.01%
109,220
-47,588
2115
$2.79M ﹤0.01%
47,925
-51,709
2116
$2.79M ﹤0.01%
68,724
-16,613
2117
$2.79M ﹤0.01%
78,096
+2,496
2118
$2.78M ﹤0.01%
317,045
-30,141
2119
$2.78M ﹤0.01%
82,507
-14,662
2120
$2.77M ﹤0.01%
85,534
+36,333
2121
$2.77M ﹤0.01%
196,463
-4,845
2122
$2.76M ﹤0.01%
326,688
+63,199
2123
$2.76M ﹤0.01%
9,171
+7,262
2124
$2.75M ﹤0.01%
219,766
-89,729
2125
$2.74M ﹤0.01%
346,637
+333,509
83 84
85
86 87