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
2951
$1.81M ﹤0.01%
51,940
+36,463
2952
$1.81M ﹤0.01%
54,608
+1,993
2953
$1.8M ﹤0.01%
79,834
+12,219
2954
$1.8M ﹤0.01%
48,766
-316,357
2955
$1.8M ﹤0.01%
17,740
-98,667
2956
$1.8M ﹤0.01%
95,391
+67,076
2957
$1.79M ﹤0.01%
4,446
-7,198
2958
$1.79M ﹤0.01%
153,058
-2,963
2959
$1.79M ﹤0.01%
90,655
+8,317
2960
$1.79M ﹤0.01%
174,928
+138,419
2961
$1.79M ﹤0.01%
60,097
+6,378
2962
$1.79M ﹤0.01%
37,821
+31,381
2963
$1.79M ﹤0.01%
67,001
-883
2964
$1.79M ﹤0.01%
11,271
+7,037
2965
$1.78M ﹤0.01%
43,796
+38,379
2966
$1.78M ﹤0.01%
256,374
+212,274
2967
$1.78M ﹤0.01%
210,737
+127,724
2968
$1.78M ﹤0.01%
58,887
-27,292
2969
$1.78M ﹤0.01%
115,422
+71,487
2970
$1.77M ﹤0.01%
71,441
+31,585
2971
$1.77M ﹤0.01%
57,327
-16,941
2972
$1.77M ﹤0.01%
146,143
+113,624
2973
$1.76M ﹤0.01%
141,162
+8,518
2974
$1.76M ﹤0.01%
194,351
+78,387
2975
$1.75M ﹤0.01%
324,646
+63,559
117 118
119
120 121