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
2626
$2.52M ﹤0.01%
64,972
+9,519
2627
$2.52M ﹤0.01%
165,219
-95,737
2628
$2.51M ﹤0.01%
12,194
+1,538
2629
$2.51M ﹤0.01%
518,707
+228,864
2630
$2.5M ﹤0.01%
199,451
-34,775
2631
$2.5M ﹤0.01%
13,683
+12,997
2632
$2.5M ﹤0.01%
176,399
+133,405
2633
$2.5M ﹤0.01%
51,861
+41,524
2634
$2.5M ﹤0.01%
274,263
+29,260
2635
$2.49M ﹤0.01%
55,785
-10,144
2636
$2.49M ﹤0.01%
98,294
+18,410
2637
$2.49M ﹤0.01%
72,241
+17,754
2638
$2.49M ﹤0.01%
104,654
+37,742
2639
$2.48M ﹤0.01%
18,270
-6,434
2640
$2.48M ﹤0.01%
16,863
+4,027
2641
$2.48M ﹤0.01%
252,783
-218,677
2642
$2.48M ﹤0.01%
73,644
-5,905
2643
$2.48M ﹤0.01%
125,537
+8,941
2644
$2.47M ﹤0.01%
195,259
+124,106
2645
$2.47M ﹤0.01%
24,534
-92,421
2646
$2.46M ﹤0.01%
119,286
+61,668
2647
$2.46M ﹤0.01%
26,105
-463
2648
$2.46M ﹤0.01%
1,634
-136
2649
$2.46M ﹤0.01%
57,720
-17,869
2650
$2.46M ﹤0.01%
69,445
+29,925
104 105
106
107 108