UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
+$591M
2
+$493M
3
+$481M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$460M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$338M

Top Sells

1
+$503M
2
+$370M
3
+$368M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$279M
5
FIS icon
Fidelity National Information Services
FIS
+$241M

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
3001
$1.69M ﹤0.01%
156,689
+137,727
3002
$1.69M ﹤0.01%
32,117
+8,627
3003
$1.69M ﹤0.01%
922,214
+672,176
3004
$1.69M ﹤0.01%
201,909
-134,457
3005
$1.69M ﹤0.01%
44,853
+13,791
3006
$1.69M ﹤0.01%
191,074
+307
3007
$1.68M ﹤0.01%
104,127
+70,693
3008
$1.68M ﹤0.01%
140,372
+51,104
3009
$1.68M ﹤0.01%
14,217
-4,028
3010
$1.68M ﹤0.01%
22,441
-2,449
3011
$1.68M ﹤0.01%
100,509
+23,446
3012
$1.68M ﹤0.01%
36,424
+5,971
3013
$1.67M ﹤0.01%
70,730
+67,098
3014
$1.67M ﹤0.01%
47,455
+29,775
3015
$1.67M ﹤0.01%
18,951
+8,207
3016
$1.67M ﹤0.01%
131,966
-19,760
3017
$1.67M ﹤0.01%
118,432
+50,349
3018
$1.67M ﹤0.01%
58,603
+55,593
3019
$1.67M ﹤0.01%
31,105
+132
3020
$1.66M ﹤0.01%
13,726
+11,859
3021
$1.66M ﹤0.01%
314,546
-13,457
3022
$1.66M ﹤0.01%
129,352
+33,370
3023
$1.66M ﹤0.01%
18,106
-1,793
3024
$1.66M ﹤0.01%
229,431
-29,799
3025
$1.65M ﹤0.01%
72,789
+41,903
119 120
121
122 123