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
3776
$645K ﹤0.01%
32,004
+950
3777
$644K ﹤0.01%
20,735
+10,015
3778
$643K ﹤0.01%
29,147
-10,112
3779
$643K ﹤0.01%
3,423
+909
3780
$642K ﹤0.01%
31,956
-3,082
3781
$641K ﹤0.01%
48,561
-61,475
3782
$641K ﹤0.01%
95,416
+66,306
3783
$640K ﹤0.01%
44,908
+26,730
3784
$638K ﹤0.01%
169,785
+56,811
3785
$638K ﹤0.01%
+34,498
3786
$637K ﹤0.01%
15,072
+5,444
3787
$635K ﹤0.01%
17,079
+3,240
3788
$635K ﹤0.01%
36,458
+23,144
3789
$634K ﹤0.01%
238,318
+118,372
3790
$633K ﹤0.01%
67,704
+37,729
3791
$633K ﹤0.01%
99,358
+65,154
3792
$633K ﹤0.01%
140,286
+6,479
3793
$632K ﹤0.01%
162,500
+58,395
3794
$632K ﹤0.01%
95,046
-7,300
3795
$632K ﹤0.01%
29,846
+13,466
3796
$630K ﹤0.01%
1,657
-57
3797
$629K ﹤0.01%
7,865
-675
3798
$629K ﹤0.01%
18,371
+5,999
3799
$628K ﹤0.01%
27,555
+12,440
3800
$628K ﹤0.01%
95,689
+10,977
150 151
152
153 154