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
3726
$683K ﹤0.01%
9,514
-5,593
3727
$682K ﹤0.01%
20,020
+8,654
3728
$682K ﹤0.01%
102,469
+29,017
3729
$682K ﹤0.01%
55,516
+35,602
3730
$682K ﹤0.01%
119,273
+43,550
3731
$682K ﹤0.01%
24,953
-264,028
3732
$681K ﹤0.01%
102,539
+44,385
3733
$680K ﹤0.01%
58,641
+51,502
3734
$680K ﹤0.01%
35,039
+25,385
3735
$680K ﹤0.01%
8,966
+95
3736
$679K ﹤0.01%
89,491
-25,479
3737
$679K ﹤0.01%
54,078
-56,006
3738
$677K ﹤0.01%
56,240
+31,574
3739
$675K ﹤0.01%
135,605
+55,460
3740
$674K ﹤0.01%
174,546
+31,041
3741
$674K ﹤0.01%
16,872
+14,560
3742
$671K ﹤0.01%
23,727
+6,237
3743
$670K ﹤0.01%
48,677
+31,126
3744
$669K ﹤0.01%
64,414
+26,594
3745
$668K ﹤0.01%
54,628
+31,812
3746
$667K ﹤0.01%
171,795
-13,284
3747
$665K ﹤0.01%
332,382
+331,709
3748
$663K ﹤0.01%
45,874
+20,679
3749
$662K ﹤0.01%
50,258
+8,815
3750
$661K ﹤0.01%
35,693
+1,514
148 149
150
151 152