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
2526
$2.86M ﹤0.01%
61,155
-11,416
2527
$2.86M ﹤0.01%
52,719
+39,466
2528
$2.86M ﹤0.01%
171,399
-105,474
2529
$2.85M ﹤0.01%
34,606
+22,126
2530
$2.85M ﹤0.01%
406,469
+355,959
2531
$2.84M ﹤0.01%
148,769
-36,166
2532
$2.84M ﹤0.01%
16,266
+15,208
2533
$2.84M ﹤0.01%
140,726
+101,043
2534
$2.84M ﹤0.01%
248,963
-36,562
2535
$2.84M ﹤0.01%
245,981
+9,759
2536
$2.83M ﹤0.01%
203,351
+120,088
2537
$2.83M ﹤0.01%
142,539
+101,016
2538
$2.83M ﹤0.01%
38,995
+29,840
2539
$2.82M ﹤0.01%
132,613
+81,303
2540
$2.82M ﹤0.01%
37,073
+20,624
2541
$2.82M ﹤0.01%
188,214
+15,341
2542
$2.81M ﹤0.01%
124,800
-59,370
2543
$2.81M ﹤0.01%
58,976
-180
2544
$2.8M ﹤0.01%
77,074
-3,480
2545
$2.8M ﹤0.01%
27,454
-17,444
2546
$2.79M ﹤0.01%
134,086
+23,568
2547
$2.79M ﹤0.01%
91,965
+78,455
2548
$2.78M ﹤0.01%
262,951
+8,287
2549
$2.78M ﹤0.01%
196,371
-3,769
2550
$2.78M ﹤0.01%
44,057
+5,937
100 101
102
103 104