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
2926
$1.86M ﹤0.01%
128,283
+31,187
2927
$1.86M ﹤0.01%
137,391
+116,073
2928
$1.85M ﹤0.01%
84,982
-178,247
2929
$1.85M ﹤0.01%
49,467
+41,757
2930
$1.85M ﹤0.01%
121,018
+32,435
2931
$1.85M ﹤0.01%
53,440
+7,189
2932
$1.85M ﹤0.01%
36,594
+36,451
2933
$1.85M ﹤0.01%
33,917
-1,453
2934
$1.85M ﹤0.01%
66,608
+39,704
2935
$1.85M ﹤0.01%
126,640
+102,759
2936
$1.85M ﹤0.01%
23,554
+5,995
2937
$1.85M ﹤0.01%
10,161
-16,476
2938
$1.85M ﹤0.01%
41,392
-505
2939
$1.84M ﹤0.01%
216,528
-4,797
2940
$1.84M ﹤0.01%
2,744,324
2941
$1.84M ﹤0.01%
24,832
-4,565
2942
$1.83M ﹤0.01%
122,449
+116,371
2943
$1.83M ﹤0.01%
48,251
+16,140
2944
$1.82M ﹤0.01%
34,463
+22,468
2945
$1.82M ﹤0.01%
60,327
+5,954
2946
$1.82M ﹤0.01%
150,285
-7,668
2947
$1.81M ﹤0.01%
82,622
-6,836
2948
$1.81M ﹤0.01%
46,919
+629
2949
$1.81M ﹤0.01%
95,225
+28,368
2950
$1.81M ﹤0.01%
19,512
-12,698
116 117
118
119 120