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
3401
$1.05M ﹤0.01%
17,396
+9,514
3402
$1.04M ﹤0.01%
75,065
-4,480
3403
$1.04M ﹤0.01%
52,678
+2,099
3404
$1.04M ﹤0.01%
290,474
+280,675
3405
$1.04M ﹤0.01%
36,979
+27,973
3406
$1.03M ﹤0.01%
9,195
+5
3407
$1.03M ﹤0.01%
15,231
+1,400
3408
$1.03M ﹤0.01%
46,899
+21,112
3409
$1.03M ﹤0.01%
16,175
-74,743
3410
$1.03M ﹤0.01%
37,389
+16,257
3411
$1.03M ﹤0.01%
35,115
+19,209
3412
$1.03M ﹤0.01%
120,177
+39,276
3413
$1.02M ﹤0.01%
126,923
+69,796
3414
$1.02M ﹤0.01%
84,005
-16,732
3415
$1.02M ﹤0.01%
27,975
+1,545
3416
$1.02M ﹤0.01%
28,136
+8,170
3417
$1.02M ﹤0.01%
24,938
+924
3418
$1.02M ﹤0.01%
73,645
3419
$1.01M ﹤0.01%
23,317
+7,196
3420
$1.01M ﹤0.01%
52,967
+1,636
3421
$1.01M ﹤0.01%
213,609
+160,575
3422
$1.01M ﹤0.01%
79,639
-379,569
3423
$1.01M ﹤0.01%
33,210
-3,455
3424
$1.01M ﹤0.01%
75,031
+31,814
3425
$1.01M ﹤0.01%
12,773
+7,000
135 136
137
138 139