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
2301
$2.17M ﹤0.01%
23,258
-866
2302
$2.16M ﹤0.01%
24,395
+12,582
2303
$2.16M ﹤0.01%
72,471
+34,072
2304
$2.15M ﹤0.01%
195,251
+20,637
2305
$2.15M ﹤0.01%
100,646
-59,729
2306
$2.15M ﹤0.01%
32,022
+4
2307
$2.14M ﹤0.01%
83,958
-9,171
2308
$2.14M ﹤0.01%
91,959
-22,996
2309
$2.13M ﹤0.01%
32,006
-23,439
2310
$2.12M ﹤0.01%
92,504
+37,072
2311
$2.12M ﹤0.01%
+170,861
2312
$2.11M ﹤0.01%
32,355
+5,488
2313
$2.11M ﹤0.01%
3,276
+504
2314
$2.1M ﹤0.01%
295,659
+8,269
2315
$2.1M ﹤0.01%
40,787
-704
2316
$2.1M ﹤0.01%
34,954
+3,073
2317
$2.1M ﹤0.01%
87,716
+2,247
2318
$2.1M ﹤0.01%
381,501
+69,062
2319
$2.1M ﹤0.01%
136,850
+19,766
2320
$2.1M ﹤0.01%
219,534
+176,487
2321
$2.09M ﹤0.01%
23,095
-11,187
2322
$2.09M ﹤0.01%
10,507
+6,182
2323
$2.09M ﹤0.01%
112,836
-86,447
2324
$2.09M ﹤0.01%
109,775
+1,601
2325
$2.09M ﹤0.01%
31,238
+4,419
91 92
93
94 95