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
3176
$1.38M ﹤0.01%
318,737
-10,170
3177
$1.38M ﹤0.01%
74,109
-3,263
3178
$1.38M ﹤0.01%
72,547
+11,514
3179
$1.38M ﹤0.01%
94,446
+47,914
3180
$1.38M ﹤0.01%
408,319
-2,837,540
3181
$1.37M ﹤0.01%
59,489
-5,943
3182
$1.37M ﹤0.01%
18,070
+2,003
3183
$1.37M ﹤0.01%
23,483
+8,082
3184
$1.37M ﹤0.01%
43,293
+28,249
3185
$1.37M ﹤0.01%
49,594
+2,299
3186
$1.37M ﹤0.01%
25,596
-1,332
3187
$1.37M ﹤0.01%
32,641
+29,205
3188
$1.36M ﹤0.01%
34,870
+47
3189
$1.36M ﹤0.01%
126,179
-4,363
3190
$1.36M ﹤0.01%
49,802
-16,801
3191
$1.36M ﹤0.01%
19,027
+12,111
3192
$1.36M ﹤0.01%
4,007
-47,669
3193
$1.36M ﹤0.01%
18,393
-4,048
3194
$1.35M ﹤0.01%
136,572
+79,462
3195
$1.35M ﹤0.01%
7,511
-19,786
3196
$1.35M ﹤0.01%
40,065
-1,328
3197
$1.35M ﹤0.01%
389,769
+72,695
3198
$1.35M ﹤0.01%
31,611
+4,984
3199
$1.35M ﹤0.01%
82,185
+69,037
3200
$1.35M ﹤0.01%
98,908
-7,358
126 127
128
129 130