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
2451
$1.74M ﹤0.01%
39,205
-923
2452
$1.74M ﹤0.01%
27,027
-8,069
2453
$1.73M ﹤0.01%
495,238
+39,973
2454
$1.73M ﹤0.01%
119,627
-11,962
2455
$1.73M ﹤0.01%
157,933
+134,382
2456
$1.73M ﹤0.01%
164,586
-267,317
2457
$1.73M ﹤0.01%
49,522
+12,764
2458
$1.72M ﹤0.01%
88,158
+74,158
2459
$1.72M ﹤0.01%
193,078
+20,048
2460
$1.71M ﹤0.01%
110,303
+75,991
2461
$1.71M ﹤0.01%
86,779
+5,193
2462
$1.7M ﹤0.01%
39,676
+14,287
2463
$1.7M ﹤0.01%
23,042
-2,146
2464
$1.7M ﹤0.01%
8,962
+1,648
2465
$1.7M ﹤0.01%
32,313
+868
2466
$1.69M ﹤0.01%
51,792
-13,276
2467
$1.69M ﹤0.01%
147,746
+110,589
2468
$1.68M ﹤0.01%
61,780
-6,208
2469
$1.68M ﹤0.01%
179,426
+80,147
2470
$1.68M ﹤0.01%
89,830
+7,003
2471
$1.68M ﹤0.01%
629,793
+602,550
2472
$1.68M ﹤0.01%
64,134
-9,362
2473
$1.68M ﹤0.01%
29,274
-41,111
2474
$1.68M ﹤0.01%
32,744
-6,579
2475
$1.68M ﹤0.01%
167,201
-19,807
97 98
99
100 101