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
3126
$1.47M ﹤0.01%
28,926
+11,628
3127
$1.47M ﹤0.01%
150,944
+149,660
3128
$1.46M ﹤0.01%
72,296
-24,347
3129
$1.46M ﹤0.01%
107,534
+70,800
3130
$1.46M ﹤0.01%
32,098
-21,177
3131
$1.46M ﹤0.01%
46,187
+889
3132
$1.46M ﹤0.01%
144,009
+35,167
3133
$1.46M ﹤0.01%
97,900
+80,240
3134
$1.46M ﹤0.01%
117,623
-119,303
3135
$1.45M ﹤0.01%
128,331
+8,895
3136
$1.45M ﹤0.01%
61,832
+26,029
3137
$1.45M ﹤0.01%
212,595
-19,727
3138
$1.45M ﹤0.01%
101,851
-16,289
3139
$1.45M ﹤0.01%
63,243
+18,836
3140
$1.45M ﹤0.01%
205,580
+5,220
3141
$1.44M ﹤0.01%
145,753
-32,296
3142
$1.44M ﹤0.01%
97,350
+48,597
3143
$1.44M ﹤0.01%
25,942
+17,733
3144
$1.43M ﹤0.01%
140,779
+37,316
3145
$1.43M ﹤0.01%
98,294
+9,572
3146
$1.43M ﹤0.01%
153,459
+85,950
3147
$1.43M ﹤0.01%
86,740
+46,979
3148
$1.43M ﹤0.01%
44,288
+28,965
3149
$1.43M ﹤0.01%
142,760
-15,894
3150
$1.43M ﹤0.01%
40,568
+11,392
124 125
126
127 128