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
2876
$1.96M ﹤0.01%
131,676
+61,445
2877
$1.95M ﹤0.01%
26,194
-3,900
2878
$1.95M ﹤0.01%
350,469
+141,998
2879
$1.95M ﹤0.01%
80,038
+32,225
2880
$1.93M ﹤0.01%
22,548
-13,417
2881
$1.92M ﹤0.01%
45,392
+41,717
2882
$1.92M ﹤0.01%
218,019
+87,314
2883
$1.92M ﹤0.01%
68,731
+6,347
2884
$1.92M ﹤0.01%
42,175
+33,321
2885
$1.92M ﹤0.01%
144,828
+76,572
2886
$1.92M ﹤0.01%
66,635
-15,117
2887
$1.92M ﹤0.01%
1,095,299
+81,866
2888
$1.92M ﹤0.01%
119,994
+104,004
2889
$1.91M ﹤0.01%
205,285
+103,904
2890
$1.91M ﹤0.01%
24,883
-35,852
2891
$1.91M ﹤0.01%
108,648
-308,363
2892
$1.91M ﹤0.01%
70,633
-350
2893
$1.9M ﹤0.01%
74,805
-127,681
2894
$1.9M ﹤0.01%
125,940
+63,176
2895
$1.9M ﹤0.01%
188,308
-4,009
2896
$1.89M ﹤0.01%
147,729
+145,389
2897
$1.89M ﹤0.01%
254,473
+59,430
2898
$1.89M ﹤0.01%
65,419
+46,390
2899
$1.89M ﹤0.01%
17,159
+11,509
2900
$1.89M ﹤0.01%
118,295
+76,474
114 115
116
117 118