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
3926
$532K ﹤0.01%
43,637
-7,054
3927
$532K ﹤0.01%
70,342
+49,006
3928
$531K ﹤0.01%
49,487
+22,645
3929
$530K ﹤0.01%
96,086
+23,198
3930
$527K ﹤0.01%
13,983
-5,367
3931
$527K ﹤0.01%
82,696
+5,222
3932
$526K ﹤0.01%
83,683
+1,493
3933
$526K ﹤0.01%
161,323
-29,726
3934
$526K ﹤0.01%
27,208
-10,518
3935
$523K ﹤0.01%
6,218
+1,347
3936
$522K ﹤0.01%
49,679
-22,844
3937
$521K ﹤0.01%
125,730
+42
3938
$520K ﹤0.01%
93,029
+54,785
3939
$519K ﹤0.01%
9,920
+4,265
3940
$519K ﹤0.01%
11,866
+2,481
3941
$518K ﹤0.01%
294,437
+121,584
3942
$518K ﹤0.01%
85,020
-160,121
3943
$517K ﹤0.01%
25,711
+11,782
3944
$517K ﹤0.01%
61,405
+24,133
3945
$517K ﹤0.01%
196,573
+16,917
3946
$515K ﹤0.01%
20,487
-37,464
3947
$514K ﹤0.01%
+144
3948
$514K ﹤0.01%
9,134
-376
3949
$512K ﹤0.01%
31,910
+16,943
3950
$512K ﹤0.01%
23,618
+16,261
156 157
158
159 160