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
3326
$1.14M ﹤0.01%
58,037
+19,796
3327
$1.14M ﹤0.01%
24,418
+8,307
3328
$1.14M ﹤0.01%
73,452
+41,562
3329
$1.14M ﹤0.01%
2,044
-92
3330
$1.14M ﹤0.01%
168,002
+81,533
3331
$1.14M ﹤0.01%
20,896
+8,084
3332
$1.14M ﹤0.01%
14,126
+8,838
3333
$1.14M ﹤0.01%
80,143
+73,438
3334
$1.14M ﹤0.01%
106,295
-8,077
3335
$1.13M ﹤0.01%
22,883
-12,365
3336
$1.13M ﹤0.01%
107,656
+9,255
3337
$1.13M ﹤0.01%
12,179
+8,622
3338
$1.13M ﹤0.01%
14,781
-55
3339
$1.13M ﹤0.01%
38,386
+31,993
3340
$1.13M ﹤0.01%
14,565
-37,049
3341
$1.13M ﹤0.01%
24,465
+647
3342
$1.13M ﹤0.01%
24,288
-37,732
3343
$1.13M ﹤0.01%
65,457
-93,988
3344
$1.13M ﹤0.01%
308,562
-115,039
3345
$1.13M ﹤0.01%
226,451
-67,493
3346
$1.12M ﹤0.01%
25,831
-7,634
3347
$1.12M ﹤0.01%
52,517
+30,175
3348
$1.12M ﹤0.01%
72,423
+56,982
3349
$1.12M ﹤0.01%
18,465
+71
3350
$1.12M ﹤0.01%
+43,409
132 133
134
135 136