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
2676
$2.4M ﹤0.01%
760,329
-6,648
2677
$2.4M ﹤0.01%
119,770
+19,055
2678
$2.4M ﹤0.01%
99,506
+38,371
2679
$2.39M ﹤0.01%
11,388
+6,000
2680
$2.39M ﹤0.01%
251,696
-30,368
2681
$2.39M ﹤0.01%
26,198
+18,897
2682
$2.39M ﹤0.01%
31,531
-7,305
2683
$2.38M ﹤0.01%
47,123
+33,692
2684
$2.38M ﹤0.01%
182,861
+69,629
2685
$2.38M ﹤0.01%
66,561
+34,367
2686
$2.37M ﹤0.01%
196,985
+75,988
2687
$2.36M ﹤0.01%
145,486
-19,874
2688
$2.36M ﹤0.01%
31,163
+21,881
2689
$2.36M ﹤0.01%
93,240
-69,230
2690
$2.36M ﹤0.01%
18,746
+14,511
2691
$2.35M ﹤0.01%
52,740
+25,942
2692
$2.34M ﹤0.01%
27,099
+3,783
2693
$2.34M ﹤0.01%
136,111
+62,511
2694
$2.34M ﹤0.01%
41,156
+24,920
2695
$2.34M ﹤0.01%
89,102
-4,257
2696
$2.34M ﹤0.01%
17,970
+12,378
2697
$2.33M ﹤0.01%
280,701
+143,840
2698
$2.33M ﹤0.01%
58,787
+31,845
2699
$2.33M ﹤0.01%
458,486
+9,154
2700
$2.32M ﹤0.01%
9,216
-1,887
106 107
108
109 110