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
3901
$553K ﹤0.01%
39,648
+22,179
3902
$552K ﹤0.01%
46,345
+1,809
3903
$551K ﹤0.01%
10,083
+461
3904
$550K ﹤0.01%
22,695
+20,545
3905
$550K ﹤0.01%
4,108
+1,837
3906
$548K ﹤0.01%
18,663
+18,151
3907
$546K ﹤0.01%
+20,928
3908
$546K ﹤0.01%
22,738
+10,151
3909
$546K ﹤0.01%
23,706
+13,196
3910
$546K ﹤0.01%
26,813
+11,210
3911
$545K ﹤0.01%
84,655
+2,345
3912
$545K ﹤0.01%
57,738
-4,571
3913
$544K ﹤0.01%
53,902
+32,163
3914
$544K ﹤0.01%
172,077
-22,757
3915
$543K ﹤0.01%
34,239
-116,983
3916
$542K ﹤0.01%
14,916
+4,742
3917
$542K ﹤0.01%
3,623
+119
3918
$541K ﹤0.01%
19,362
-1,502
3919
$539K ﹤0.01%
57,994
+20,111
3920
$539K ﹤0.01%
10,305
+1,859
3921
$539K ﹤0.01%
130,155
+119,384
3922
$537K ﹤0.01%
199,634
+94,966
3923
$535K ﹤0.01%
15,059
-8,242
3924
$535K ﹤0.01%
65,593
+2,593
3925
$533K ﹤0.01%
22,894
+15,556
155 156
157
158 159