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
2551
$2.78M ﹤0.01%
33,744
+687
2552
$2.78M ﹤0.01%
13,574
-57,005
2553
$2.78M ﹤0.01%
11,934
-2,454
2554
$2.77M ﹤0.01%
57,821
+11,429
2555
$2.76M ﹤0.01%
401,384
+254,954
2556
$2.75M ﹤0.01%
296,711
-492,920
2557
$2.75M ﹤0.01%
168,102
+23,882
2558
$2.73M ﹤0.01%
25,401
+21,491
2559
$2.73M ﹤0.01%
63,730
-6,641
2560
$2.73M ﹤0.01%
28,059
+20,764
2561
$2.73M ﹤0.01%
98,461
+19,119
2562
$2.73M ﹤0.01%
218,679
+107,579
2563
$2.73M ﹤0.01%
233,519
-64,663
2564
$2.72M ﹤0.01%
35,789
-56,334
2565
$2.72M ﹤0.01%
48,255
+26,574
2566
$2.72M ﹤0.01%
59,871
-56,966
2567
$2.72M ﹤0.01%
252,462
+144,593
2568
$2.71M ﹤0.01%
46,306
-5,831
2569
$2.71M ﹤0.01%
47,152
-22,688
2570
$2.71M ﹤0.01%
117,576
+1,241
2571
$2.7M ﹤0.01%
130,235
+11,119
2572
$2.69M ﹤0.01%
86,835
+39,532
2573
$2.69M ﹤0.01%
87,918
-175,722
2574
$2.69M ﹤0.01%
100,993
+993
2575
$2.68M ﹤0.01%
142,159
+53,878
101 102
103
104 105