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
3651
$749K ﹤0.01%
18,889
-4,899
3652
$747K ﹤0.01%
263,930
+111,398
3653
$746K ﹤0.01%
63,298
-2,944
3654
$744K ﹤0.01%
28,356
+14,777
3655
$744K ﹤0.01%
30,911
-19,900
3656
$743K ﹤0.01%
1,184,966
+1,168,758
3657
$742K ﹤0.01%
13,462
+3,616
3658
$741K ﹤0.01%
87,326
+73,806
3659
$740K ﹤0.01%
90,215
+16,588
3660
$739K ﹤0.01%
51,171
+18,770
3661
$739K ﹤0.01%
32,300
-7,100
3662
$739K ﹤0.01%
53,611
+34,128
3663
$738K ﹤0.01%
28,398
+11,851
3664
$738K ﹤0.01%
24,416
+8,952
3665
$737K ﹤0.01%
134,775
+55,482
3666
$737K ﹤0.01%
22,045
+20,745
3667
$737K ﹤0.01%
52,498
+38,495
3668
$736K ﹤0.01%
19,028
-2,207
3669
$734K ﹤0.01%
95,381
-4,135
3670
$734K ﹤0.01%
23,153
-1,155
3671
$732K ﹤0.01%
51,248
-20,095
3672
$731K ﹤0.01%
61,006
+26,685
3673
$730K ﹤0.01%
49,606
+21,417
3674
$730K ﹤0.01%
123,895
+42,837
3675
$727K ﹤0.01%
167,075
-25,818
145 146
147
148 149