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
3151
$1.43M ﹤0.01%
65,231
-5,588
3152
$1.43M ﹤0.01%
178,692
+99,010
3153
$1.43M ﹤0.01%
30,943
+25,061
3154
$1.42M ﹤0.01%
101,033
+78,702
3155
$1.42M ﹤0.01%
43,512
+22,484
3156
$1.42M ﹤0.01%
52,146
+11,233
3157
$1.42M ﹤0.01%
30,782
-60
3158
$1.42M ﹤0.01%
39,193
-547
3159
$1.41M ﹤0.01%
79,467
+57,022
3160
$1.41M ﹤0.01%
56,183
+4,737
3161
$1.4M ﹤0.01%
89,537
+66,685
3162
$1.4M ﹤0.01%
45,137
+20,634
3163
$1.4M ﹤0.01%
16,516
+11,883
3164
$1.4M ﹤0.01%
138,370
-5,939
3165
$1.4M ﹤0.01%
62,150
+35,277
3166
$1.4M ﹤0.01%
51,930
+27,557
3167
$1.4M ﹤0.01%
34,657
+16,434
3168
$1.4M ﹤0.01%
64,608
+35,480
3169
$1.4M ﹤0.01%
311,094
+24,638
3170
$1.4M ﹤0.01%
10,636
+1,778
3171
$1.39M ﹤0.01%
22,402
+8,461
3172
$1.39M ﹤0.01%
20,730
+16,391
3173
$1.39M ﹤0.01%
106,948
-14,046
3174
$1.39M ﹤0.01%
59,547
+44,623
3175
$1.38M ﹤0.01%
168,599
+104,085
125 126
127
128 129