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
2976
$1.75M ﹤0.01%
54,698
+31,989
2977
$1.75M ﹤0.01%
100,951
+20,051
2978
$1.75M ﹤0.01%
334,656
-29,823
2979
$1.74M ﹤0.01%
21,838
-872
2980
$1.74M ﹤0.01%
86,051
+41,154
2981
$1.74M ﹤0.01%
41,853
+18,857
2982
$1.74M ﹤0.01%
39,893
+14,815
2983
$1.74M ﹤0.01%
19,294
-2,447
2984
$1.73M ﹤0.01%
55,750
-2,118
2985
$1.73M ﹤0.01%
15,488
-40,635
2986
$1.73M ﹤0.01%
59,439
-283
2987
$1.72M ﹤0.01%
112,776
+1,264
2988
$1.71M ﹤0.01%
684,872
-25,362
2989
$1.71M ﹤0.01%
+34,249
2990
$1.71M ﹤0.01%
194,153
+76,108
2991
$1.71M ﹤0.01%
141,776
+71,776
2992
$1.7M ﹤0.01%
64,067
-5,113
2993
$1.7M ﹤0.01%
306,222
-1,047,205
2994
$1.7M ﹤0.01%
63,691
+14,890
2995
$1.7M ﹤0.01%
38,729
-117,701
2996
$1.7M ﹤0.01%
4,065
+2,319
2997
$1.7M ﹤0.01%
109,709
-16,336
2998
$1.7M ﹤0.01%
261,058
+207,004
2999
$1.7M ﹤0.01%
32,756
-91,474
3000
$1.7M ﹤0.01%
79,684
+57,312
118 119
120
121 122