UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
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
1
$5.71B 2.5%
24,523,998
-766,237
2
$5.32B 2.33%
38,482,358
-1,183,698
3
$3.5B 1.53%
9,789,329
+816,298
4
$2.69B 1.18%
23,788,663
-2,379,524
5
$2.07B 0.91%
21,625,781
-2,171,979
6
$1.78B 0.78%
122,413,170
+8,716,057
7
$1.71B 0.75%
10,467,091
-183,328
8
$1.71B 0.75%
16,341,872
-504,122
9
$1.66B 0.73%
5,998,008
-38,596
10
$1.61B 0.7%
13,010,275
+367,762
11
$1.4B 0.61%
2,762,809
-109,538
12
$1.33B 0.58%
4,985,171
-2,014,959
13
$1.32B 0.58%
9,869,008
+116,678
14
$1.29B 0.56%
7,243,146
-398,019
15
$1.28B 0.56%
6,062,979
+198,735
16
$1.27B 0.56%
13,252,354
-1,105,066
17
$1.22B 0.53%
9,625,603
+195,573
18
$1.19B 0.52%
22,620,188
-132,760
19
$1.16B 0.51%
5,404,595
-19,486
20
$1.15B 0.5%
6,124,745
-53,934
21
$1.1B 0.48%
3,074,856
-922,051
22
$1.08B 0.48%
4,701,743
-91,900
23
$1.04B 0.46%
2,211,465
-103,961
24
$1.03B 0.45%
18,454,072
-900,974
25
$1.02B 0.45%
7,515,747
+99,174
1
2 3 4 5