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
3051
$1.58M ﹤0.01%
95,020
+57,789
3052
$1.58M ﹤0.01%
43,134
+8,052
3053
$1.58M ﹤0.01%
43,231
+2,715
3054
$1.58M ﹤0.01%
25,369
+3,617
3055
$1.58M ﹤0.01%
47,226
+37,327
3056
$1.57M ﹤0.01%
278,375
-43,234
3057
$1.57M ﹤0.01%
24,583
-5,997
3058
$1.57M ﹤0.01%
56,041
-51,187
3059
$1.57M ﹤0.01%
213,182
+2,643
3060
$1.57M ﹤0.01%
19,351
-1,004
3061
$1.57M ﹤0.01%
58,940
+33,293
3062
$1.57M ﹤0.01%
14,159
+326
3063
$1.57M ﹤0.01%
148,722
+13,360
3064
$1.56M ﹤0.01%
31,350
+9,601
3065
$1.56M ﹤0.01%
57,723
-20,100
3066
$1.56M ﹤0.01%
175,623
+115,412
3067
$1.56M ﹤0.01%
70,133
-23,383
3068
$1.56M ﹤0.01%
151,203
+69,934
3069
$1.56M ﹤0.01%
91,805
+53,464
3070
$1.56M ﹤0.01%
57,813
+54,032
3071
$1.56M ﹤0.01%
468,809
-356,047
3072
$1.56M ﹤0.01%
81,461
-2,199
3073
$1.55M ﹤0.01%
111,777
-4,615
3074
$1.55M ﹤0.01%
41,273
+14,010
3075
$1.55M ﹤0.01%
67,070
+26,979
121 122
123
124 125