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
2176
$2.58M ﹤0.01%
124,004
-40,331
2177
$2.58M ﹤0.01%
63,887
+38,231
2178
$2.58M ﹤0.01%
62,791
-33,024
2179
$2.57M ﹤0.01%
978,732
+361,232
2180
$2.57M ﹤0.01%
231,466
-6,942
2181
$2.56M ﹤0.01%
89,286
-889
2182
$2.56M ﹤0.01%
41,111
+41,108
2183
$2.56M ﹤0.01%
7,053
-61,558
2184
$2.56M ﹤0.01%
129,239
+129,090
2185
$2.56M ﹤0.01%
263,990
-7,886
2186
$2.56M ﹤0.01%
204,457
+5,606
2187
$2.55M ﹤0.01%
410,948
-362,452
2188
$2.54M ﹤0.01%
68,203
+23,925
2189
$2.53M ﹤0.01%
44,125
-9,044
2190
$2.53M ﹤0.01%
257,864
2191
$2.53M ﹤0.01%
88,877
+70,400
2192
$2.53M ﹤0.01%
125,658
-311
2193
$2.53M ﹤0.01%
380,742
-97,965
2194
$2.52M ﹤0.01%
27,748
-14,951
2195
$2.52M ﹤0.01%
250,687
+249,910
2196
$2.52M ﹤0.01%
72,583
+371
2197
$2.51M ﹤0.01%
266,548
+102,346
2198
$2.5M ﹤0.01%
88,343
+13,409
2199
$2.5M ﹤0.01%
96,660
-9,420
2200
$2.5M ﹤0.01%
71,257
+32,598
86 87
88
89 90