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
2651
$2.46M ﹤0.01%
156,958
-304,556
2652
$2.46M ﹤0.01%
287,490
+11,770
2653
$2.46M ﹤0.01%
51,609
-31,459
2654
$2.45M ﹤0.01%
159,938
-10,517
2655
$2.45M ﹤0.01%
4,484
+200
2656
$2.44M ﹤0.01%
65,504
+15,406
2657
$2.44M ﹤0.01%
36,579
+22,705
2658
$2.44M ﹤0.01%
50,544
-3,967
2659
$2.44M ﹤0.01%
29,865
-2,508
2660
$2.43M ﹤0.01%
+59,637
2661
$2.43M ﹤0.01%
171,183
+108,858
2662
$2.43M ﹤0.01%
125,989
-58,656
2663
$2.43M ﹤0.01%
846,492
+32,652
2664
$2.43M ﹤0.01%
18,219
+2,883
2665
$2.42M ﹤0.01%
118,008
+4,963
2666
$2.42M ﹤0.01%
86,111
-98,169
2667
$2.42M ﹤0.01%
36,764
+8,224
2668
$2.42M ﹤0.01%
159,498
+95,620
2669
$2.42M ﹤0.01%
403,395
+14,321
2670
$2.41M ﹤0.01%
214,253
-56,051
2671
$2.41M ﹤0.01%
58,986
+8,733
2672
$2.41M ﹤0.01%
53,985
-1,094
2673
$2.41M ﹤0.01%
24,487
-2,380
2674
$2.41M ﹤0.01%
421,530
+37,946
2675
$2.4M ﹤0.01%
12,250
-39,123
105 106
107
108 109