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
3676
$727K ﹤0.01%
13,531
+9,195
3677
$726K ﹤0.01%
100,438
-4,926
3678
$726K ﹤0.01%
192,073
+13,770
3679
$725K ﹤0.01%
62,597
+18,501
3680
$724K ﹤0.01%
3,290
-1,765
3681
$724K ﹤0.01%
78,635
+30,355
3682
$724K ﹤0.01%
138,901
+110,129
3683
$723K ﹤0.01%
48,217
+2,936
3684
$723K ﹤0.01%
43,877
+12,883
3685
$722K ﹤0.01%
42,671
+1,489
3686
$722K ﹤0.01%
65,389
+16,085
3687
$721K ﹤0.01%
152,735
+44,921
3688
$720K ﹤0.01%
208,192
-8,680
3689
$718K ﹤0.01%
163,159
+83,107
3690
$716K ﹤0.01%
8,055
-165
3691
$716K ﹤0.01%
+17,788
3692
$712K ﹤0.01%
46,442
+45,376
3693
$712K ﹤0.01%
122,810
-25,087
3694
$711K ﹤0.01%
72,817
+5,275
3695
$711K ﹤0.01%
42,526
-6,997
3696
$709K ﹤0.01%
48,999
+30,446
3697
$708K ﹤0.01%
11,386
+1,784
3698
$708K ﹤0.01%
21,878
+6,570
3699
$707K ﹤0.01%
20,343
+3,654
3700
$707K ﹤0.01%
18,483
+9,916
146 147
148
149 150