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
2901
$1.89M ﹤0.01%
87,259
+86,319
2902
$1.89M ﹤0.01%
93,909
+64,285
2903
$1.89M ﹤0.01%
83,836
+56,170
2904
$1.89M ﹤0.01%
504,499
-16,179
2905
$1.89M ﹤0.01%
59,577
-175,956
2906
$1.88M ﹤0.01%
152,026
+109,146
2907
$1.88M ﹤0.01%
45,649
-7,978
2908
$1.88M ﹤0.01%
82,649
+24,296
2909
$1.88M ﹤0.01%
10,798
-39,610
2910
$1.88M ﹤0.01%
79,395
+14,982
2911
$1.87M ﹤0.01%
35,908
+8,955
2912
$1.87M ﹤0.01%
101,614
-96,747
2913
$1.87M ﹤0.01%
107,826
-65,654
2914
$1.87M ﹤0.01%
326,529
+175,023
2915
$1.87M ﹤0.01%
59,009
-16,964
2916
$1.87M ﹤0.01%
47,976
+2,993
2917
$1.87M ﹤0.01%
12,882
+874
2918
$1.87M ﹤0.01%
59,588
+28,118
2919
$1.86M ﹤0.01%
103,284
+43,646
2920
$1.86M ﹤0.01%
83,195
+54,430
2921
$1.86M ﹤0.01%
23,255
+10,594
2922
$1.86M ﹤0.01%
22,483
-9,878
2923
$1.86M ﹤0.01%
31,825
+8,970
2924
$1.86M ﹤0.01%
57,058
+24,115
2925
$1.86M ﹤0.01%
220,427
+160,484
115 116
117
118 119