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
3351
$1.12M ﹤0.01%
37,298
+7,672
3352
$1.12M ﹤0.01%
19,184
-229
3353
$1.12M ﹤0.01%
2,960
+1,185
3354
$1.12M ﹤0.01%
184,389
-858
3355
$1.12M ﹤0.01%
14,090
-9,857
3356
$1.12M ﹤0.01%
47,180
+1,884
3357
$1.12M ﹤0.01%
10,314
-3,237
3358
$1.12M ﹤0.01%
22,512
-9,429
3359
$1.11M ﹤0.01%
34,380
+12,567
3360
$1.11M ﹤0.01%
26,537
+19,047
3361
$1.11M ﹤0.01%
50,672
+49,933
3362
$1.1M ﹤0.01%
22,965
+22,744
3363
$1.1M ﹤0.01%
104,680
+3,379
3364
$1.1M ﹤0.01%
13,543
+2,621
3365
$1.1M ﹤0.01%
46,781
+7,540
3366
$1.1M ﹤0.01%
6,387
+4,319
3367
$1.1M ﹤0.01%
75,435
+9,473
3368
$1.1M ﹤0.01%
15,973
-1,226
3369
$1.1M ﹤0.01%
35,537
-43,382
3370
$1.09M ﹤0.01%
37,830
+15,647
3371
$1.09M ﹤0.01%
128,080
+2,562
3372
$1.09M ﹤0.01%
36,242
+3,157
3373
$1.09M ﹤0.01%
35,302
+341
3374
$1.09M ﹤0.01%
143,015
-45,050
3375
$1.09M ﹤0.01%
94,780
+739
133 134
135
136 137