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
2276
$2.23M ﹤0.01%
82,762
-4,147
2277
$2.23M ﹤0.01%
146,822
+98,355
2278
$2.22M ﹤0.01%
105,448
+6,572
2279
$2.22M ﹤0.01%
360,400
+39,537
2280
$2.22M ﹤0.01%
326,238
+180,604
2281
$2.22M ﹤0.01%
44,655
-6,768
2282
$2.22M ﹤0.01%
225,539
+100
2283
$2.21M ﹤0.01%
488,978
+376,414
2284
$2.21M ﹤0.01%
136,787
-19,467
2285
$2.21M ﹤0.01%
20,825
-37,890
2286
$2.21M ﹤0.01%
8,223
-13,012
2287
$2.21M ﹤0.01%
23,455
+3,191
2288
$2.2M ﹤0.01%
50,744
+279
2289
$2.2M ﹤0.01%
44,677
-10,206
2290
$2.2M ﹤0.01%
193,179
-3,850
2291
$2.19M ﹤0.01%
105,548
-8,758
2292
$2.19M ﹤0.01%
156,804
+122,090
2293
$2.19M ﹤0.01%
32,592
-33,441
2294
$2.19M ﹤0.01%
24,324
+4,550
2295
$2.19M ﹤0.01%
68,626
-47,722
2296
$2.18M ﹤0.01%
85,987
+49,878
2297
$2.17M ﹤0.01%
228,849
-8,993
2298
$2.17M ﹤0.01%
7,814
+3,420
2299
$2.17M ﹤0.01%
35,286
+1,991
2300
$2.17M ﹤0.01%
112,454
-7,310
90 91
92
93 94