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
2851
$2.01M ﹤0.01%
21,779
+5,818
2852
$2.01M ﹤0.01%
31,873
-4,599
2853
$2M ﹤0.01%
53,152
+41,389
2854
$2M ﹤0.01%
76,806
-132,638
2855
$2M ﹤0.01%
540,605
-148,698
2856
$2M ﹤0.01%
204,820
+203,820
2857
$2M ﹤0.01%
10,020
+4,698
2858
$1.99M ﹤0.01%
47,921
+36,172
2859
$1.99M ﹤0.01%
30,494
+22,639
2860
$1.99M ﹤0.01%
61,446
+4,491
2861
$1.98M ﹤0.01%
223,041
+159,165
2862
$1.98M ﹤0.01%
31,838
-1,024
2863
$1.97M ﹤0.01%
137,243
-10,333
2864
$1.97M ﹤0.01%
207,864
+355
2865
$1.97M ﹤0.01%
433,769
-18,822
2866
$1.97M ﹤0.01%
15,438
-2,293
2867
$1.97M ﹤0.01%
21,168
+8,810
2868
$1.97M ﹤0.01%
155,248
-12,725
2869
$1.96M ﹤0.01%
192,733
+116,716
2870
$1.96M ﹤0.01%
33,969
-2,237
2871
$1.96M ﹤0.01%
104,182
+35,781
2872
$1.96M ﹤0.01%
50,682
+4,613
2873
$1.96M ﹤0.01%
181,656
-134,491
2874
$1.96M ﹤0.01%
29,514
-81,337
2875
$1.96M ﹤0.01%
71,881
-2,683
113 114
115
116 117