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
2201
$2.49M ﹤0.01%
172,625
-61,718
2202
$2.49M ﹤0.01%
48,870
+14,710
2203
$2.49M ﹤0.01%
85,812
+50,583
2204
$2.48M ﹤0.01%
177,884
+166,670
2205
$2.48M ﹤0.01%
51,098
-6,610
2206
$2.48M ﹤0.01%
60,268
+2,396
2207
$2.48M ﹤0.01%
186,364
+63,529
2208
$2.47M ﹤0.01%
99,793
+46,842
2209
$2.46M ﹤0.01%
110,526
+11,119
2210
$2.46M ﹤0.01%
9,615
-467
2211
$2.45M ﹤0.01%
524,473
+34,710
2212
$2.45M ﹤0.01%
161,398
+885
2213
$2.44M ﹤0.01%
10,120
+8,894
2214
$2.44M ﹤0.01%
462,490
-26,812
2215
$2.44M ﹤0.01%
29,053
+10,939
2216
$2.43M ﹤0.01%
250,331
-3,140
2217
$2.43M ﹤0.01%
160,883
+172
2218
$2.43M ﹤0.01%
49,770
-24,151
2219
$2.43M ﹤0.01%
99,280
-23,602
2220
$2.43M ﹤0.01%
45,425
+19,431
2221
$2.43M ﹤0.01%
195,601
+28,134
2222
$2.43M ﹤0.01%
396,546
-4,495,906
2223
$2.42M ﹤0.01%
124,137
+99,484
2224
$2.42M ﹤0.01%
296,435
+21,143
2225
$2.42M ﹤0.01%
55,154
+14,530
87 88
89
90 91