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
2426
$1.8M ﹤0.01%
42,161
-1,007
2427
$1.8M ﹤0.01%
51,098
+50,424
2428
$1.79M ﹤0.01%
42,014
-73,676
2429
$1.79M ﹤0.01%
64,576
+53,547
2430
$1.79M ﹤0.01%
148,198
+3,946
2431
$1.79M ﹤0.01%
53,010
+17,871
2432
$1.79M ﹤0.01%
22,479
+3,884
2433
$1.78M ﹤0.01%
48,390
+8,129
2434
$1.78M ﹤0.01%
42,066
+11,126
2435
$1.78M ﹤0.01%
78,795
-478
2436
$1.78M ﹤0.01%
90,433
+5,100
2437
$1.78M ﹤0.01%
52,770
-211
2438
$1.77M ﹤0.01%
41,384
-19,081
2439
$1.77M ﹤0.01%
757,214
-57,746
2440
$1.77M ﹤0.01%
139,584
2441
$1.77M ﹤0.01%
33,396
+1,341
2442
$1.77M ﹤0.01%
+155,303
2443
$1.77M ﹤0.01%
24,643
-50,263
2444
$1.77M ﹤0.01%
297,219
+175,818
2445
$1.77M ﹤0.01%
55,504
-11,691
2446
$1.75M ﹤0.01%
180,788
+4,230
2447
$1.75M ﹤0.01%
19,800
-5,481
2448
$1.75M ﹤0.01%
132,167
-96,498
2449
$1.75M ﹤0.01%
34,806
-6,116
2450
$1.74M ﹤0.01%
49,576
+2,251
96 97
98
99 100