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
2126
$2.74M ﹤0.01%
48,968
+2,054
2127
$2.74M ﹤0.01%
111,462
-6,342
2128
$2.73M ﹤0.01%
273,300
-14,303
2129
$2.72M ﹤0.01%
19,500
-18,146
2130
$2.72M ﹤0.01%
137,150
+41,457
2131
$2.72M ﹤0.01%
44,236
+9,145
2132
$2.71M ﹤0.01%
38,873
-17,845
2133
$2.71M ﹤0.01%
86,794
+11,107
2134
$2.71M ﹤0.01%
112,160
+11,610
2135
$2.71M ﹤0.01%
61,310
-108,857
2136
$2.71M ﹤0.01%
89,415
-61,426
2137
$2.71M ﹤0.01%
158,660
-77,781
2138
$2.71M ﹤0.01%
217,886
+3,931
2139
$2.7M ﹤0.01%
31,677
+17,582
2140
$2.7M ﹤0.01%
94,356
-5,396
2141
$2.69M ﹤0.01%
19,538
+682
2142
$2.69M ﹤0.01%
+64,581
2143
$2.69M ﹤0.01%
80,465
-20,540
2144
$2.69M ﹤0.01%
15,395
-37,783
2145
$2.68M ﹤0.01%
46,759
+3,438
2146
$2.68M ﹤0.01%
50,933
+5,755
2147
$2.68M ﹤0.01%
326,744
+76,699
2148
$2.68M ﹤0.01%
147,962
+47,553
2149
$2.67M ﹤0.01%
247,614
-90,796
2150
$2.67M ﹤0.01%
114,437
-78,469
84 85
86
87 88