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
3276
$1.24M ﹤0.01%
13,442
+1,587
3277
$1.24M ﹤0.01%
65,487
+37,944
3278
$1.24M ﹤0.01%
60,587
+25,699
3279
$1.24M ﹤0.01%
201,294
+89,884
3280
$1.23M ﹤0.01%
38,441
+32,817
3281
$1.23M ﹤0.01%
71,468
+71,320
3282
$1.23M ﹤0.01%
194,263
-5,426
3283
$1.23M ﹤0.01%
38,568
-14,004
3284
$1.22M ﹤0.01%
51,993
-6,565
3285
$1.22M ﹤0.01%
26,156
-16,659
3286
$1.22M ﹤0.01%
6,278
+2,670
3287
$1.22M ﹤0.01%
58,165
+43,554
3288
$1.22M ﹤0.01%
52,820
-918
3289
$1.22M ﹤0.01%
19,846
-2,709
3290
$1.22M ﹤0.01%
86,221
-25,452
3291
$1.22M ﹤0.01%
77,249
+58,576
3292
$1.21M ﹤0.01%
69,946
+833
3293
$1.21M ﹤0.01%
16,558
+12,037
3294
$1.2M ﹤0.01%
57,354
+25,522
3295
$1.2M ﹤0.01%
217,344
+164,850
3296
$1.2M ﹤0.01%
10,154
+729
3297
$1.2M ﹤0.01%
+59,011
3298
$1.2M ﹤0.01%
108,812
+53,084
3299
$1.19M ﹤0.01%
56,930
+46,511
3300
$1.19M ﹤0.01%
20,991
+8,351
130 131
132
133 134