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
$249B
AUM Growth
+$30.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,286
New
Increased
Reduced
Closed

Top Buys

1
+$694M
2
+$567M
3
+$525M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$504M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$351M

Top Sells

1
+$542M
2
+$393M
3
+$370M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$290M
5
FIS icon
Fidelity National Information Services
FIS
+$264M

Sector Composition

1 Technology 17.64%
2 Financials 9.54%
3 Healthcare 8.06%
4 Consumer Discretionary 6.75%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$2.94M ﹤0.01%
76,554
+61,556
2502
$2.94M ﹤0.01%
67,608
-387,450
2503
$2.94M ﹤0.01%
136,953
+7,657
2504
$2.94M ﹤0.01%
287,226
+56,631
2505
$2.94M ﹤0.01%
147,055
+98,724
2506
$2.93M ﹤0.01%
52,868
+3,886
2507
$2.93M ﹤0.01%
389,543
-16,758
2508
$2.93M ﹤0.01%
38,052
+7,694
2509
$2.93M ﹤0.01%
70,698
-64,170
2510
$2.93M ﹤0.01%
66,617
+727
2511
$2.93M ﹤0.01%
157,352
+51,265
2512
$2.92M ﹤0.01%
202,957
+120,612
2513
$2.91M ﹤0.01%
121,014
+38,616
2514
$2.91M ﹤0.01%
25,699
+13,764
2515
$2.9M ﹤0.01%
33,237
-20,605
2516
$2.9M ﹤0.01%
47,170
+31,539
2517
$2.9M ﹤0.01%
130,409
+10,363
2518
$2.89M ﹤0.01%
10,159
+6,007
2519
$2.89M ﹤0.01%
455,006
+51,385
2520
$2.89M ﹤0.01%
147,851
-32,405
2521
$2.89M ﹤0.01%
20,051
+13,046
2522
$2.88M ﹤0.01%
46,705
+32,523
2523
$2.88M ﹤0.01%
44,341
+21,444
2524
$2.87M ﹤0.01%
146,784
+10,299
2525
$2.87M ﹤0.01%
305,207
+301,717
99 100
101
102 103