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
3451
$976K ﹤0.01%
40,737
+27,402
3452
$975K ﹤0.01%
169,025
+2,177
3453
$975K ﹤0.01%
41,661
-27,799
3454
$974K ﹤0.01%
28,113
+15,093
3455
$974K ﹤0.01%
54,181
-80,913
3456
$974K ﹤0.01%
63,069
+31,019
3457
$972K ﹤0.01%
21,710
+9,512
3458
$970K ﹤0.01%
100,509
-10,467
3459
$969K ﹤0.01%
115,541
+85,498
3460
$964K ﹤0.01%
87,868
+69,244
3461
$963K ﹤0.01%
32,454
+13,140
3462
$962K ﹤0.01%
52,502
-93,541
3463
$960K ﹤0.01%
134,765
-13,471
3464
$959K ﹤0.01%
11,300
-32,766
3465
$959K ﹤0.01%
38,907
+24,117
3466
$958K ﹤0.01%
33,298
-11,253
3467
$955K ﹤0.01%
42,396
+30,610
3468
$955K ﹤0.01%
98,120
+20,859
3469
$954K ﹤0.01%
139,115
+19,890
3470
$954K ﹤0.01%
41,382
-29,709
3471
$953K ﹤0.01%
11,000
+5,259
3472
$952K ﹤0.01%
14,901
-1,498
3473
$952K ﹤0.01%
90,544
-9,237
3474
$951K ﹤0.01%
109,675
-217,749
3475
$950K ﹤0.01%
31,957
-15,072
137 138
139
140 141