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
2826
$2.06M ﹤0.01%
43,830
+7,043
2827
$2.06M ﹤0.01%
79,056
-62,053
2828
$2.06M ﹤0.01%
94,230
-1,258
2829
$2.05M ﹤0.01%
62,932
+53,545
2830
$2.05M ﹤0.01%
42,503
+7,460
2831
$2.05M ﹤0.01%
186,299
+125,340
2832
$2.05M ﹤0.01%
324,717
-90,227
2833
$2.05M ﹤0.01%
81,896
+4,024
2834
$2.04M ﹤0.01%
110,382
-50,119
2835
$2.04M ﹤0.01%
15,480
-8,559
2836
$2.04M ﹤0.01%
126,323
+68,064
2837
$2.04M ﹤0.01%
233,563
-25,904
2838
$2.04M ﹤0.01%
29,479
+2,287
2839
$2.03M ﹤0.01%
30,816
+29,773
2840
$2.03M ﹤0.01%
89,008
-29,182
2841
$2.03M ﹤0.01%
201,529
-19,106
2842
$2.03M ﹤0.01%
148,601
+5,571
2843
$2.03M ﹤0.01%
50,288
+9,436
2844
$2.03M ﹤0.01%
29,016
+16,073
2845
$2.02M ﹤0.01%
152,992
+37,357
2846
$2.02M ﹤0.01%
27,017
-814
2847
$2.02M ﹤0.01%
133,145
-3,044
2848
$2.02M ﹤0.01%
89,605
-1,258
2849
$2.02M ﹤0.01%
133,720
+92,650
2850
$2.01M ﹤0.01%
231,013
-58,704
112 113
114
115 116