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
2726
$2.26M ﹤0.01%
136,456
-53,522
2727
$2.26M ﹤0.01%
32,962
-1,809
2728
$2.26M ﹤0.01%
97,332
+33,248
2729
$2.26M ﹤0.01%
80,283
+70,032
2730
$2.26M ﹤0.01%
117,720
-6,979
2731
$2.25M ﹤0.01%
24,223
-7,208
2732
$2.25M ﹤0.01%
45,104
+19,252
2733
$2.25M ﹤0.01%
580,578
-23,861
2734
$2.25M ﹤0.01%
498,299
+270,160
2735
$2.25M ﹤0.01%
321,716
+31,609
2736
$2.25M ﹤0.01%
44,250
+13,049
2737
$2.25M ﹤0.01%
272,455
+10,717
2738
$2.25M ﹤0.01%
58,017
+26,758
2739
$2.24M ﹤0.01%
199,009
+83,197
2740
$2.24M ﹤0.01%
74,453
+66,476
2741
$2.24M ﹤0.01%
66,565
+53,340
2742
$2.24M ﹤0.01%
687,503
+170,102
2743
$2.24M ﹤0.01%
44,736
+755
2744
$2.24M ﹤0.01%
11,251
+6,963
2745
$2.24M ﹤0.01%
96,509
-69,335
2746
$2.23M ﹤0.01%
62,362
+4,541
2747
$2.23M ﹤0.01%
180,949
-13,559
2748
$2.23M ﹤0.01%
153,919
-5,554
2749
$2.22M ﹤0.01%
565,938
+234,271
2750
$2.22M ﹤0.01%
180,501
+3,347
108 109
110
111 112