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
3526
$888K ﹤0.01%
112,857
-7,464
3527
$888K ﹤0.01%
37,339
-15,296
3528
$888K ﹤0.01%
13,298
+4,515
3529
$887K ﹤0.01%
31,422
-31,660
3530
$886K ﹤0.01%
24,686
-3,015
3531
$883K ﹤0.01%
80,347
-31,363
3532
$882K ﹤0.01%
44,834
+35,845
3533
$881K ﹤0.01%
89,411
+81,373
3534
$879K ﹤0.01%
14,537
-450
3535
$878K ﹤0.01%
406,484
+100,136
3536
$877K ﹤0.01%
24,287
+11,285
3537
$877K ﹤0.01%
20,597
+7,616
3538
$877K ﹤0.01%
46,328
+17,957
3539
$876K ﹤0.01%
49,487
+326
3540
$875K ﹤0.01%
264,326
-67,741
3541
$874K ﹤0.01%
15,959
-40,195
3542
$874K ﹤0.01%
35,574
+17,263
3543
$873K ﹤0.01%
64,781
-11,994
3544
$871K ﹤0.01%
64,315
-9,630
3545
$871K ﹤0.01%
22,430
+7,228
3546
$870K ﹤0.01%
89,925
+59,940
3547
$869K ﹤0.01%
41,407
+4,034
3548
$869K ﹤0.01%
127,809
+8,315
3549
$868K ﹤0.01%
49,318
-47,095
3550
$868K ﹤0.01%
85,244
+3,032
140 141
142
143 144