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
3376
$1.09M ﹤0.01%
31,125
+25,794
3377
$1.08M ﹤0.01%
324,693
+201,932
3378
$1.08M ﹤0.01%
49,448
+2,009
3379
$1.08M ﹤0.01%
47,583
+14,344
3380
$1.08M ﹤0.01%
77,771
+1,136
3381
$1.08M ﹤0.01%
32,058
+32,044
3382
$1.08M ﹤0.01%
42,488
+32,738
3383
$1.07M ﹤0.01%
116,242
+92,995
3384
$1.07M ﹤0.01%
+169,219
3385
$1.07M ﹤0.01%
30,033
+17,231
3386
$1.07M ﹤0.01%
80,576
-2,939
3387
$1.07M ﹤0.01%
27,409
+25,662
3388
$1.06M ﹤0.01%
73,312
+17,512
3389
$1.06M ﹤0.01%
38,901
+21,758
3390
$1.06M ﹤0.01%
82,314
+66,649
3391
$1.06M ﹤0.01%
134,363
-28,434
3392
$1.06M ﹤0.01%
26,255
-166
3393
$1.06M ﹤0.01%
66,209
-3,027
3394
$1.06M ﹤0.01%
174,227
+105,809
3395
$1.05M ﹤0.01%
131,180
-263,052
3396
$1.05M ﹤0.01%
18,965
+9,071
3397
$1.05M ﹤0.01%
32,685
+21,805
3398
$1.05M ﹤0.01%
19,031
+12,853
3399
$1.05M ﹤0.01%
576,289
-2,371
3400
$1.05M ﹤0.01%
18,615
+18,594
134 135
136
137 138