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
3301
$1.19M ﹤0.01%
148,290
+857
3302
$1.19M ﹤0.01%
98,320
+29,830
3303
$1.19M ﹤0.01%
34,418
+14,257
3304
$1.18M ﹤0.01%
90,815
+65,888
3305
$1.18M ﹤0.01%
52,780
+22,167
3306
$1.18M ﹤0.01%
90,590
+4,936
3307
$1.18M ﹤0.01%
159,490
+91,403
3308
$1.17M ﹤0.01%
22,379
-16,311
3309
$1.17M ﹤0.01%
57,460
-166,148
3310
$1.17M ﹤0.01%
19,831
-5,471
3311
$1.17M ﹤0.01%
41,720
-8,636
3312
$1.17M ﹤0.01%
52,071
-21,283
3313
$1.17M ﹤0.01%
160,059
+66,018
3314
$1.16M ﹤0.01%
23,781
-3,207
3315
$1.16M ﹤0.01%
38,723
+7,704
3316
$1.16M ﹤0.01%
35,771
+16,722
3317
$1.16M ﹤0.01%
16,093
-21,658
3318
$1.16M ﹤0.01%
40,134
+882
3319
$1.15M ﹤0.01%
15,366
-10,219
3320
$1.15M ﹤0.01%
62,176
-32,718
3321
$1.15M ﹤0.01%
41,336
-8,993
3322
$1.15M ﹤0.01%
113,940
-57,071
3323
$1.15M ﹤0.01%
20,224
-1,665
3324
$1.14M ﹤0.01%
21,343
+12,207
3325
$1.14M ﹤0.01%
183,614
+23,793
131 132
133
134 135