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
3951
$511K ﹤0.01%
6,260
+2,928
3952
$511K ﹤0.01%
42,067
+35,417
3953
$511K ﹤0.01%
27,135
+11,012
3954
$510K ﹤0.01%
35,805
+16,551
3955
$510K ﹤0.01%
21,013
+8,266
3956
$508K ﹤0.01%
45,313
+16,656
3957
$507K ﹤0.01%
11,131
+172
3958
$506K ﹤0.01%
36,482
-62
3959
$505K ﹤0.01%
2,884
-9
3960
$504K ﹤0.01%
27,573
+2,847
3961
$504K ﹤0.01%
10,266
-32,282
3962
$504K ﹤0.01%
13,784
+5,388
3963
$504K ﹤0.01%
209,879
+84,061
3964
$503K ﹤0.01%
24,401
+9,709
3965
$502K ﹤0.01%
17,150
+3,504
3966
$502K ﹤0.01%
34,152
+12,748
3967
$501K ﹤0.01%
15,970
+3,736
3968
$500K ﹤0.01%
17,816
-6,301
3969
$499K ﹤0.01%
39,702
+13,442
3970
$499K ﹤0.01%
5,901
+3,729
3971
$499K ﹤0.01%
106,236
+51,765
3972
$498K ﹤0.01%
28,076
+11,510
3973
$498K ﹤0.01%
4,584
-2,586
3974
$497K ﹤0.01%
36,944
-6,961
3975
$497K ﹤0.01%
22,008
+10,536
157 158
159
160 161