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
2751
$2.22M ﹤0.01%
16,720
+11,851
2752
$2.22M ﹤0.01%
42,235
+14,194
2753
$2.22M ﹤0.01%
15,348
+10,903
2754
$2.21M ﹤0.01%
23,659
-79,343
2755
$2.21M ﹤0.01%
62,163
-116,262
2756
$2.21M ﹤0.01%
192,852
-5,559
2757
$2.21M ﹤0.01%
59,913
+41,755
2758
$2.21M ﹤0.01%
56,688
+15,930
2759
$2.21M ﹤0.01%
139,735
+81,815
2760
$2.21M ﹤0.01%
92,400
+48,800
2761
$2.21M ﹤0.01%
38,010
+11,858
2762
$2.2M ﹤0.01%
194,703
-2,635
2763
$2.2M ﹤0.01%
76,788
-44,002
2764
$2.2M ﹤0.01%
28,837
+4,130
2765
$2.19M ﹤0.01%
126,106
+20,332
2766
$2.19M ﹤0.01%
61,269
+4,497
2767
$2.19M ﹤0.01%
711,883
+302,535
2768
$2.19M ﹤0.01%
29,742
+3,756
2769
$2.18M ﹤0.01%
73,519
+67,764
2770
$2.18M ﹤0.01%
177,218
+47,519
2771
$2.18M ﹤0.01%
51,900
+44,705
2772
$2.17M ﹤0.01%
+78,402
2773
$2.17M ﹤0.01%
151,052
-1,353,032
2774
$2.17M ﹤0.01%
32,901
+22,842
2775
$2.16M ﹤0.01%
157,353
-44,242
109 110
111
112 113