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
3201
$1.34M ﹤0.01%
44,779
+1,183
3202
$1.34M ﹤0.01%
98,786
+14,966
3203
$1.34M ﹤0.01%
29,535
-118,067
3204
$1.34M ﹤0.01%
107,125
-19,865
3205
$1.34M ﹤0.01%
31,249
-2,813
3206
$1.34M ﹤0.01%
227,407
+148,333
3207
$1.34M ﹤0.01%
231,318
+49,143
3208
$1.34M ﹤0.01%
19,268
+15,324
3209
$1.34M ﹤0.01%
5,528
+5,396
3210
$1.34M ﹤0.01%
82,122
-32,843
3211
$1.33M ﹤0.01%
128,634
+1,955
3212
$1.33M ﹤0.01%
45,240
+20,856
3213
$1.33M ﹤0.01%
28,353
+3,344
3214
$1.33M ﹤0.01%
257,081
+73,021
3215
$1.33M ﹤0.01%
121,620
+49,710
3216
$1.32M ﹤0.01%
43,680
+19,878
3217
$1.32M ﹤0.01%
57,520
-9,951
3218
$1.31M ﹤0.01%
52,935
+49,794
3219
$1.31M ﹤0.01%
41,417
+34,096
3220
$1.31M ﹤0.01%
35,459
-1,444
3221
$1.31M ﹤0.01%
41,638
+7,662
3222
$1.31M ﹤0.01%
59,675
+14,620
3223
$1.31M ﹤0.01%
75,939
-9,174
3224
$1.3M ﹤0.01%
90,521
-168,531
3225
$1.3M ﹤0.01%
36,259
-6,993
127 128
129
130 131