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
3751
$661K ﹤0.01%
131,349
+18,761
3752
$660K ﹤0.01%
51,799
+51,674
3753
$660K ﹤0.01%
24,237
+11,054
3754
$660K ﹤0.01%
73,327
+49,181
3755
$660K ﹤0.01%
21,442
-602
3756
$659K ﹤0.01%
176,305
+109,595
3757
$659K ﹤0.01%
20,338
-4,940
3758
$657K ﹤0.01%
11,489
+1,074
3759
$656K ﹤0.01%
14,570
+7,838
3760
$656K ﹤0.01%
21,989
+10,706
3761
$655K ﹤0.01%
58,260
+34,004
3762
$654K ﹤0.01%
19,447
-3,145
3763
$654K ﹤0.01%
98,324
-9,177
3764
$653K ﹤0.01%
28,766
+16,714
3765
$653K ﹤0.01%
100,479
-7,251
3766
$651K ﹤0.01%
31,272
+1,677
3767
$651K ﹤0.01%
48,842
+38,103
3768
$650K ﹤0.01%
24,112
+21,039
3769
$649K ﹤0.01%
132,520
+42,202
3770
$649K ﹤0.01%
47,495
+23,651
3771
$649K ﹤0.01%
82,569
-6,778
3772
$648K ﹤0.01%
35,806
-9,392
3773
$648K ﹤0.01%
33,121
+14,490
3774
$648K ﹤0.01%
8,807
+6,856
3775
$647K ﹤0.01%
82,799
+152
149 150
151
152 153