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
3701
$706K ﹤0.01%
8,135
+6,798
3702
$705K ﹤0.01%
24,259
+593
3703
$705K ﹤0.01%
89,407
+23,346
3704
$704K ﹤0.01%
108,475
+86,931
3705
$704K ﹤0.01%
29,621
+6,508
3706
$703K ﹤0.01%
17,761
+9,577
3707
$703K ﹤0.01%
67,486
+34,368
3708
$703K ﹤0.01%
51,242
+23,196
3709
$702K ﹤0.01%
11,240
-2,989
3710
$702K ﹤0.01%
61,757
-81,845
3711
$699K ﹤0.01%
68,436
-22,287
3712
$698K ﹤0.01%
151,773
-2,247
3713
$698K ﹤0.01%
15,150
+8,120
3714
$697K ﹤0.01%
11,860
+1,857
3715
$696K ﹤0.01%
159,298
+152,610
3716
$693K ﹤0.01%
90,241
+38,741
3717
$692K ﹤0.01%
63,580
+30,027
3718
$690K ﹤0.01%
85,237
+18,224
3719
$690K ﹤0.01%
64,399
+30,236
3720
$689K ﹤0.01%
19,828
-315
3721
$689K ﹤0.01%
54,905
-3,205
3722
$684K ﹤0.01%
+10,586
3723
$683K ﹤0.01%
35,451
+9,638
3724
$683K ﹤0.01%
2,663
-24,257
3725
$683K ﹤0.01%
168,883
-302,363
147 148
149
150 151