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
2251
$2.35M ﹤0.01%
105,916
+17,658
2252
$2.34M ﹤0.01%
148,255
-11,720
2253
$2.33M ﹤0.01%
17,617
-12,104
2254
$2.33M ﹤0.01%
114,024
-7,771
2255
$2.32M ﹤0.01%
55,688
+27,112
2256
$2.31M ﹤0.01%
69,371
+39,824
2257
$2.31M ﹤0.01%
680,231
+671,251
2258
$2.3M ﹤0.01%
33,562
+11,124
2259
$2.3M ﹤0.01%
615,100
-442,113
2260
$2.3M ﹤0.01%
28,039
+17,777
2261
$2.3M ﹤0.01%
48,052
+3,084
2262
$2.3M ﹤0.01%
153,574
+54,961
2263
$2.29M ﹤0.01%
48,097
+1,020
2264
$2.28M ﹤0.01%
194,153
+34,681
2265
$2.28M ﹤0.01%
56,037
+24,720
2266
$2.27M ﹤0.01%
27,156
+6,965
2267
$2.26M ﹤0.01%
179,534
+27,096
2268
$2.26M ﹤0.01%
63,863
-627
2269
$2.25M ﹤0.01%
196,974
+50,475
2270
$2.25M ﹤0.01%
92,919
+85,290
2271
$2.25M ﹤0.01%
323,579
-44,243
2272
$2.24M ﹤0.01%
44,819
-4,049
2273
$2.24M ﹤0.01%
15,660
-15,914
2274
$2.24M ﹤0.01%
298,704
+180,280
2275
$2.23M ﹤0.01%
223,475
-5,373
89 90
91
92 93