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
3426
$1.01M ﹤0.01%
32,419
+32,115
3427
$1.01M ﹤0.01%
34,210
-150,579
3428
$1.01M ﹤0.01%
17,909
+6,119
3429
$1.01M ﹤0.01%
34,733
+6,775
3430
$1.01M ﹤0.01%
86,002
-1,201
3431
$1.01M ﹤0.01%
56,506
+56,301
3432
$1.01M ﹤0.01%
311,305
-32,404
3433
$1.01M ﹤0.01%
38,376
+8,484
3434
$1.01M ﹤0.01%
113,126
-897,776
3435
$1.01M ﹤0.01%
44,445
+26,529
3436
$1.01M ﹤0.01%
153,493
+96,217
3437
$1M ﹤0.01%
72,735
+3,857
3438
$1M ﹤0.01%
30,299
+2,121
3439
$1M ﹤0.01%
21,405
+9,436
3440
$997K ﹤0.01%
80,638
+38,127
3441
$996K ﹤0.01%
116,660
+54,803
3442
$995K ﹤0.01%
38,206
+13,877
3443
$990K ﹤0.01%
69,175
+30,006
3444
$989K ﹤0.01%
109,421
-8,143
3445
$985K ﹤0.01%
17,857
+4,902
3446
$985K ﹤0.01%
46,450
-2,296
3447
$985K ﹤0.01%
74,360
+9,861
3448
$982K ﹤0.01%
64,147
-16,589
3449
$981K ﹤0.01%
36,298
+16,165
3450
$978K ﹤0.01%
33,363
-1,706
136 137
138
139 140