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
2151
$2.67M ﹤0.01%
52,160
-12,452
2152
$2.66M ﹤0.01%
329,140
-11,485
2153
$2.66M ﹤0.01%
73,984
-1,075
2154
$2.66M ﹤0.01%
291,845
+110,942
2155
$2.66M ﹤0.01%
71,772
-4,599
2156
$2.65M ﹤0.01%
169,286
-468,535
2157
$2.65M ﹤0.01%
272,899
+42,420
2158
$2.65M ﹤0.01%
11,872
-1,471
2159
$2.63M ﹤0.01%
141,839
+21,198
2160
$2.63M ﹤0.01%
68,519
-2,234
2161
$2.63M ﹤0.01%
312,698
-373,735
2162
$2.63M ﹤0.01%
6,298
-1,322
2163
$2.63M ﹤0.01%
23,156
-1,441
2164
$2.62M ﹤0.01%
288,068
-3,154
2165
$2.61M ﹤0.01%
47,254
+6,942
2166
$2.61M ﹤0.01%
64,969
+5,855
2167
$2.6M ﹤0.01%
345,812
+8,942
2168
$2.6M ﹤0.01%
1,994
+655
2169
$2.6M ﹤0.01%
249,600
-376
2170
$2.59M ﹤0.01%
54,076
+12,662
2171
$2.59M ﹤0.01%
25,438
-72,370
2172
$2.59M ﹤0.01%
33,113
-23,015
2173
$2.59M ﹤0.01%
71,661
-142,874
2174
$2.59M ﹤0.01%
150,345
-93,111
2175
$2.58M ﹤0.01%
270,638
+694
85 86
87
88 89