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
3076
$1.54M ﹤0.01%
133,751
-215,978
3077
$1.54M ﹤0.01%
36,904
-17,271
3078
$1.54M ﹤0.01%
45,656
+12,215
3079
$1.54M ﹤0.01%
17,428
+14,168
3080
$1.54M ﹤0.01%
116,860
+94,670
3081
$1.53M ﹤0.01%
164,052
+145,281
3082
$1.53M ﹤0.01%
235,696
+38,299
3083
$1.53M ﹤0.01%
58,291
+8,943
3084
$1.53M ﹤0.01%
84,416
+1,472
3085
$1.52M ﹤0.01%
45,979
+19,624
3086
$1.52M ﹤0.01%
61,251
-129
3087
$1.52M ﹤0.01%
71,050
+20,160
3088
$1.52M ﹤0.01%
219,773
+1,423
3089
$1.52M ﹤0.01%
34,977
+22,254
3090
$1.52M ﹤0.01%
39,344
+7,115
3091
$1.52M ﹤0.01%
23,789
-8,158
3092
$1.51M ﹤0.01%
41,293
+35,353
3093
$1.51M ﹤0.01%
360,042
+157,745
3094
$1.51M ﹤0.01%
30,668
+25,547
3095
$1.51M ﹤0.01%
16,252
+5,278
3096
$1.51M ﹤0.01%
19,203
+2,189
3097
$1.51M ﹤0.01%
47,361
-1,303
3098
$1.51M ﹤0.01%
39,340
+28,729
3099
$1.51M ﹤0.01%
21,145
+10,794
3100
$1.5M ﹤0.01%
39,895
+27,196
122 123
124
125 126