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
3801
$628K ﹤0.01%
21,386
+8,515
3802
$627K ﹤0.01%
26,517
-309,188
3803
$626K ﹤0.01%
34,204
+25,415
3804
$626K ﹤0.01%
31,628
+27,299
3805
$625K ﹤0.01%
23,761
+5,851
3806
$624K ﹤0.01%
26,975
+5,978
3807
$624K ﹤0.01%
68,575
+5,807
3808
$623K ﹤0.01%
314,697
+35,443
3809
$623K ﹤0.01%
37,352
-48,945
3810
$622K ﹤0.01%
28,225
+12,255
3811
$620K ﹤0.01%
67,942
-1,592
3812
$619K ﹤0.01%
7,898
+2,992
3813
$619K ﹤0.01%
17,197
+12,022
3814
$617K ﹤0.01%
30,493
+11,492
3815
$617K ﹤0.01%
35,054
-3,231
3816
$617K ﹤0.01%
44,685
-10,902
3817
$615K ﹤0.01%
20,969
+1,679
3818
$615K ﹤0.01%
18,134
+7,495
3819
$613K ﹤0.01%
7,291
+4,443
3820
$613K ﹤0.01%
45,380
+9,393
3821
$610K ﹤0.01%
10,582
+3,972
3822
$609K ﹤0.01%
23,381
+13,063
3823
$607K ﹤0.01%
3,818
+624
3824
$606K ﹤0.01%
17,069
+6,574
3825
$605K ﹤0.01%
252,227
-26,808
151 152
153
154 155