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
2576
$2.68M ﹤0.01%
137,394
+25,475
2577
$2.68M ﹤0.01%
33,326
+1,984
2578
$2.68M ﹤0.01%
118,143
-236,134
2579
$2.67M ﹤0.01%
22,024
-6,298
2580
$2.67M ﹤0.01%
173,587
+132,317
2581
$2.67M ﹤0.01%
83,200
+14,727
2582
$2.67M ﹤0.01%
92,553
+48,404
2583
$2.67M ﹤0.01%
43,197
-1,023
2584
$2.67M ﹤0.01%
30,560
-5,651
2585
$2.66M ﹤0.01%
148,229
+81,231
2586
$2.66M ﹤0.01%
249,852
+181,744
2587
$2.65M ﹤0.01%
63,620
+52,305
2588
$2.65M ﹤0.01%
24,525
+17,718
2589
$2.65M ﹤0.01%
25,765
+10,530
2590
$2.65M ﹤0.01%
54,195
+151
2591
$2.64M ﹤0.01%
40,108
+14,410
2592
$2.63M ﹤0.01%
31,166
-31,198
2593
$2.63M ﹤0.01%
237,368
-12,091
2594
$2.63M ﹤0.01%
40,623
-27,573
2595
$2.63M ﹤0.01%
233,889
+3,543
2596
$2.63M ﹤0.01%
739,826
+35,069
2597
$2.63M ﹤0.01%
46,185
+31,547
2598
$2.62M ﹤0.01%
234,100
-34,926
2599
$2.62M ﹤0.01%
22,748
-56,198
2600
$2.61M ﹤0.01%
30,943
-1,910
102 103
104
105 106