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
2376
$1.95M ﹤0.01%
2,753
+141
2377
$1.95M ﹤0.01%
58,151
+37,525
2378
$1.94M ﹤0.01%
49,177
-29,695
2379
$1.94M ﹤0.01%
23,888
-8,744
2380
$1.93M ﹤0.01%
399,515
+65,886
2381
$1.93M ﹤0.01%
66,819
-23,252
2382
$1.92M ﹤0.01%
136,592
-66,363
2383
$1.92M ﹤0.01%
183,591
-96,739
2384
$1.91M ﹤0.01%
78,796
+18,630
2385
$1.91M ﹤0.01%
113,934
-236,701
2386
$1.9M ﹤0.01%
42,593
+35,484
2387
$1.9M ﹤0.01%
589,586
+78,881
2388
$1.9M ﹤0.01%
76,955
+43,511
2389
$1.89M ﹤0.01%
100,888
-164,132
2390
$1.89M ﹤0.01%
43,732
-91,079
2391
$1.89M ﹤0.01%
23,320
-20,301
2392
$1.89M ﹤0.01%
446,932
+103,875
2393
$1.89M ﹤0.01%
26,691
-10,992
2394
$1.89M ﹤0.01%
163,951
-9,766
2395
$1.88M ﹤0.01%
174,629
+154,453
2396
$1.88M ﹤0.01%
+86,003
2397
$1.88M ﹤0.01%
169,177
-2,320
2398
$1.88M ﹤0.01%
9,347
+185
2399
$1.88M ﹤0.01%
168,280
-15,733
2400
$1.87M ﹤0.01%
26,368
-4,624
94 95
96
97 98