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
3501
$922K ﹤0.01%
22,834
+11,168
3502
$922K ﹤0.01%
36,079
+10,252
3503
$921K ﹤0.01%
21,805
-1,017
3504
$921K ﹤0.01%
13,715
+7,177
3505
$921K ﹤0.01%
149,681
+67,943
3506
$917K ﹤0.01%
109,685
+58,347
3507
$917K ﹤0.01%
43,564
+2,948
3508
$916K ﹤0.01%
21,273
-6,685
3509
$916K ﹤0.01%
114,513
+34
3510
$915K ﹤0.01%
202,512
+69,267
3511
$912K ﹤0.01%
186,546
+39,405
3512
$909K ﹤0.01%
28,965
-9,538
3513
$908K ﹤0.01%
130,585
+7,745
3514
$906K ﹤0.01%
3,080
+695
3515
$904K ﹤0.01%
100,744
+44,004
3516
$903K ﹤0.01%
34,714
+12,828
3517
$903K ﹤0.01%
83,070
+26,926
3518
$903K ﹤0.01%
50,506
-5,146
3519
$900K ﹤0.01%
63,089
+11,704
3520
$895K ﹤0.01%
41,477
+23,436
3521
$894K ﹤0.01%
42,217
+3,339
3522
$894K ﹤0.01%
22,569
+13,466
3523
$893K ﹤0.01%
14,718
+10,203
3524
$893K ﹤0.01%
65,759
+34,737
3525
$892K ﹤0.01%
30,867
+15,028
139 140
141
142 143