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
3026
$1.65M ﹤0.01%
33,157
+29,009
3027
$1.65M ﹤0.01%
124,050
+69,892
3028
$1.65M ﹤0.01%
57,575
+27,845
3029
$1.64M ﹤0.01%
89,616
+51,890
3030
$1.63M ﹤0.01%
38,584
+32,757
3031
$1.63M ﹤0.01%
52,788
-141,757
3032
$1.63M ﹤0.01%
42,546
-395,978
3033
$1.63M ﹤0.01%
29,361
+26,589
3034
$1.63M ﹤0.01%
41,714
+8,796
3035
$1.62M ﹤0.01%
3,360
+2,720
3036
$1.62M ﹤0.01%
29,511
-118,052
3037
$1.62M ﹤0.01%
494,546
-96,096
3038
$1.62M ﹤0.01%
177,982
-5,427
3039
$1.61M ﹤0.01%
19,313
-2,256
3040
$1.61M ﹤0.01%
25,758
+15,444
3041
$1.6M ﹤0.01%
83,221
+77,771
3042
$1.6M ﹤0.01%
174,088
+58,821
3043
$1.6M ﹤0.01%
113,390
+87,163
3044
$1.6M ﹤0.01%
36,912
-10,788
3045
$1.59M ﹤0.01%
87,861
+76,326
3046
$1.59M ﹤0.01%
319,126
+58,022
3047
$1.59M ﹤0.01%
20,170
+2,777
3048
$1.59M ﹤0.01%
202,903
+82,829
3049
$1.59M ﹤0.01%
36,744
+32,579
3050
$1.59M ﹤0.01%
176,480
+103,295
120 121
122
123 124