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
2326
$2.08M ﹤0.01%
102,737
-405,911
2327
$2.08M ﹤0.01%
39,456
+9,165
2328
$2.08M ﹤0.01%
153,957
+43,279
2329
$2.08M ﹤0.01%
13,854
-19,816
2330
$2.08M ﹤0.01%
60,913
+31,293
2331
$2.08M ﹤0.01%
72,118
+3,040
2332
$2.07M ﹤0.01%
+91,119
2333
$2.07M ﹤0.01%
104,010
+52,004
2334
$2.07M ﹤0.01%
244,370
-32,041
2335
$2.06M ﹤0.01%
61,850
+5,825
2336
$2.06M ﹤0.01%
26,080
-148
2337
$2.06M ﹤0.01%
14,884
+1,598
2338
$2.06M ﹤0.01%
203,294
+173,619
2339
$2.06M ﹤0.01%
652,743
-22,037
2340
$2.06M ﹤0.01%
62,475
+10,058
2341
$2.06M ﹤0.01%
54,631
+42,794
2342
$2.05M ﹤0.01%
86,155
+2,986
2343
$2.04M ﹤0.01%
134,020
+48,355
2344
$2.04M ﹤0.01%
85,649
-12,835
2345
$2.04M ﹤0.01%
189,221
+8,070
2346
$2.04M ﹤0.01%
191,647
-33,552
2347
$2.04M ﹤0.01%
52,237
+9,962
2348
$2.03M ﹤0.01%
268,763
+30,491
2349
$2.02M ﹤0.01%
265,379
-182,522
2350
$2.02M ﹤0.01%
36,638
+2,393
92 93
94
95 96