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
2601
$2.61M ﹤0.01%
717,483
+386,868
2602
$2.61M ﹤0.01%
88,018
-330,663
2603
$2.61M ﹤0.01%
74,052
+55,682
2604
$2.61M ﹤0.01%
190,204
+59,537
2605
$2.61M ﹤0.01%
14,282
+174
2606
$2.6M ﹤0.01%
24,894
-1,172
2607
$2.6M ﹤0.01%
48,690
-409
2608
$2.6M ﹤0.01%
33,542
-1,880
2609
$2.6M ﹤0.01%
251,398
-9,940
2610
$2.6M ﹤0.01%
389,374
+246,470
2611
$2.59M ﹤0.01%
228,251
-125,295
2612
$2.58M ﹤0.01%
237,427
+130,329
2613
$2.58M ﹤0.01%
23,371
-17,733
2614
$2.57M ﹤0.01%
30,832
+2,524
2615
$2.57M ﹤0.01%
62,041
+11,681
2616
$2.57M ﹤0.01%
94,300
+8,427
2617
$2.57M ﹤0.01%
174,384
+128,933
2618
$2.56M ﹤0.01%
77,799
-717
2619
$2.55M ﹤0.01%
616,100
+36,095
2620
$2.54M ﹤0.01%
232,091
+83,047
2621
$2.54M ﹤0.01%
37,575
-57,744
2622
$2.53M ﹤0.01%
52,504
+24,300
2623
$2.53M ﹤0.01%
224,332
+122,558
2624
$2.53M ﹤0.01%
38,492
+9,913
2625
$2.52M ﹤0.01%
109,631
+76,341
103 104
105
106 107