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
3576
$828K ﹤0.01%
77,139
+37,511
3577
$826K ﹤0.01%
210,647
+89,289
3578
$825K ﹤0.01%
22,589
+8,954
3579
$824K ﹤0.01%
135,521
+58,449
3580
$823K ﹤0.01%
50,446
+43,985
3581
$821K ﹤0.01%
22,125
-3,691
3582
$819K ﹤0.01%
33,540
+21,229
3583
$814K ﹤0.01%
28,941
+14,191
3584
$814K ﹤0.01%
6,241
-11,655
3585
$812K ﹤0.01%
174,232
-3,636
3586
$812K ﹤0.01%
75,594
+459
3587
$812K ﹤0.01%
61,116
+57,935
3588
$811K ﹤0.01%
8,132
-10,732
3589
$808K ﹤0.01%
10,675
-343
3590
$807K ﹤0.01%
121,700
+104,781
3591
$804K ﹤0.01%
78,170
+77,264
3592
$803K ﹤0.01%
20,768
+1,183
3593
$803K ﹤0.01%
4,097
-16,816
3594
$802K ﹤0.01%
112,215
+43,981
3595
$801K ﹤0.01%
104,019
+54,367
3596
$800K ﹤0.01%
36,493
+13,614
3597
$798K ﹤0.01%
71,006
+17,288
3598
$797K ﹤0.01%
26,336
+3,936
3599
$797K ﹤0.01%
24,756
+85
3600
$796K ﹤0.01%
68,851
-10,359
142 143
144
145 146