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
3476
$946K ﹤0.01%
17,090
+9,024
3477
$946K ﹤0.01%
76,226
-3,171
3478
$946K ﹤0.01%
34,267
+19,873
3479
$946K ﹤0.01%
27,253
+4,098
3480
$945K ﹤0.01%
15,650
+615
3481
$945K ﹤0.01%
21,612
+18,769
3482
$945K ﹤0.01%
23,318
+185
3483
$945K ﹤0.01%
58,219
+10,262
3484
$945K ﹤0.01%
16,071
+2,180
3485
$942K ﹤0.01%
16,178
+8,611
3486
$941K ﹤0.01%
69,839
+56,704
3487
$938K ﹤0.01%
43,398
+32,267
3488
$937K ﹤0.01%
101,155
+36,244
3489
$932K ﹤0.01%
11,031
-27,341
3490
$931K ﹤0.01%
242,400
+16,231
3491
$930K ﹤0.01%
19,265
-146,261
3492
$929K ﹤0.01%
49,959
-11,292
3493
$928K ﹤0.01%
77,943
-14,789
3494
$928K ﹤0.01%
90,366
+30,648
3495
$928K ﹤0.01%
61,755
+47,464
3496
$923K ﹤0.01%
93,543
-23,467
3497
$923K ﹤0.01%
46,486
+13,160
3498
$922K ﹤0.01%
9,124
-583
3499
$922K ﹤0.01%
45,468
+18,582
3500
$922K ﹤0.01%
31,172
-1,642
138 139
140
141 142