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
3826
$605K ﹤0.01%
1,135
+83
3827
$603K ﹤0.01%
30,861
+21,906
3828
$602K ﹤0.01%
26,079
+299
3829
$601K ﹤0.01%
6,592
+2,002
3830
$600K ﹤0.01%
43,108
+17,361
3831
$600K ﹤0.01%
76,287
+17,296
3832
$599K ﹤0.01%
10,653
+10,101
3833
$599K ﹤0.01%
79,724
+30,940
3834
$596K ﹤0.01%
+36,136
3835
$595K ﹤0.01%
221,171
-11,777
3836
$595K ﹤0.01%
+11,213
3837
$595K ﹤0.01%
5,107
+1,034
3838
$594K ﹤0.01%
45,441
+6,452
3839
$594K ﹤0.01%
129,485
-1,670
3840
$594K ﹤0.01%
34,128
-3,603
3841
$593K ﹤0.01%
29,151
+9,313
3842
$592K ﹤0.01%
51,337
+11,140
3843
$592K ﹤0.01%
11,170
+5,118
3844
$592K ﹤0.01%
38,312
+21,577
3845
$592K ﹤0.01%
22,551
-77,914
3846
$591K ﹤0.01%
96,737
-137,831
3847
$590K ﹤0.01%
34,296
+12,085
3848
$589K ﹤0.01%
19,447
-73,294
3849
$589K ﹤0.01%
50,304
-1,974
3850
$589K ﹤0.01%
13,097
-48
152 153
154
155 156