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
3551
$868K ﹤0.01%
92,993
-39,996
3552
$868K ﹤0.01%
65,480
+13,940
3553
$866K ﹤0.01%
28,903
+20,357
3554
$866K ﹤0.01%
19,035
+4,240
3555
$865K ﹤0.01%
8,755
+3,988
3556
$859K ﹤0.01%
53,898
+23,785
3557
$858K ﹤0.01%
20,519
-6,143
3558
$858K ﹤0.01%
36,334
+3,161
3559
$856K ﹤0.01%
53,605
-97,732
3560
$855K ﹤0.01%
21,701
+14,101
3561
$855K ﹤0.01%
66,932
-16,008
3562
$852K ﹤0.01%
33,047
+9,209
3563
$852K ﹤0.01%
93,106
-43,710
3564
$849K ﹤0.01%
25,200
+10,682
3565
$849K ﹤0.01%
14,249
-401
3566
$848K ﹤0.01%
38,381
+13,510
3567
$848K ﹤0.01%
26,628
-25,273
3568
$845K ﹤0.01%
25,139
+14,089
3569
$845K ﹤0.01%
12,575
+4,133
3570
$843K ﹤0.01%
18,014
+17,086
3571
$840K ﹤0.01%
311,003
+172,966
3572
$840K ﹤0.01%
23,194
+17,086
3573
$838K ﹤0.01%
11,638
+11,172
3574
$833K ﹤0.01%
14,038
+5,937
3575
$829K ﹤0.01%
+63,119
141 142
143
144 145