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
2701
$2.31M ﹤0.01%
50,858
+16,122
2702
$2.31M ﹤0.01%
50,994
+22,498
2703
$2.31M ﹤0.01%
170,990
+63,423
2704
$2.31M ﹤0.01%
36,455
+33,006
2705
$2.31M ﹤0.01%
28,809
+19,821
2706
$2.31M ﹤0.01%
91,294
+20,786
2707
$2.31M ﹤0.01%
235,375
+122,469
2708
$2.31M ﹤0.01%
50,266
+35,752
2709
$2.31M ﹤0.01%
18,096
+852
2710
$2.3M ﹤0.01%
310,684
+184,059
2711
$2.3M ﹤0.01%
62,684
+138
2712
$2.3M ﹤0.01%
21,212
-8,371
2713
$2.3M ﹤0.01%
79,354
-21,494
2714
$2.29M ﹤0.01%
72,708
+41,446
2715
$2.29M ﹤0.01%
1,122,219
+10,030
2716
$2.28M ﹤0.01%
57,690
+23,477
2717
$2.28M ﹤0.01%
138,623
-39,192
2718
$2.28M ﹤0.01%
37,925
+10,877
2719
$2.28M ﹤0.01%
171,007
-24
2720
$2.28M ﹤0.01%
31,984
+30,384
2721
$2.28M ﹤0.01%
253,488
+61,306
2722
$2.28M ﹤0.01%
200,000
-76
2723
$2.27M ﹤0.01%
45,735
+14,076
2724
$2.27M ﹤0.01%
601,265
+220,597
2725
$2.27M ﹤0.01%
84,175
+45,423
107 108
109
110 111