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
3101
$1.5M ﹤0.01%
40,297
+9,318
3102
$1.5M ﹤0.01%
85,416
+22,602
3103
$1.5M ﹤0.01%
25,228
+19,157
3104
$1.5M ﹤0.01%
441,578
+116,135
3105
$1.5M ﹤0.01%
203,918
+43,583
3106
$1.5M ﹤0.01%
86,101
+3,149
3107
$1.49M ﹤0.01%
56,754
-14,265
3108
$1.49M ﹤0.01%
11,301
+9,554
3109
$1.49M ﹤0.01%
230,789
-24,606
3110
$1.49M ﹤0.01%
131,930
+81,904
3111
$1.49M ﹤0.01%
230,786
+195,794
3112
$1.49M ﹤0.01%
416,877
+43,497
3113
$1.49M ﹤0.01%
37,334
+25,811
3114
$1.49M ﹤0.01%
19,554
+8,246
3115
$1.49M ﹤0.01%
208,067
+16,533
3116
$1.49M ﹤0.01%
45,100
+25,767
3117
$1.48M ﹤0.01%
134,389
-34,942
3118
$1.48M ﹤0.01%
40,111
+29,396
3119
$1.48M ﹤0.01%
60,328
+8,860
3120
$1.48M ﹤0.01%
31,273
+3,141
3121
$1.48M ﹤0.01%
82,624
+49,691
3122
$1.48M ﹤0.01%
99,860
+63,582
3123
$1.48M ﹤0.01%
142,716
+13,891
3124
$1.48M ﹤0.01%
55,059
+47,025
3125
$1.48M ﹤0.01%
109,753
-2,995
123 124
125
126 127