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
3976
$497K ﹤0.01%
18,929
-73,209
3977
$497K ﹤0.01%
13,894
+100
3978
$496K ﹤0.01%
34,112
+1,416
3979
$496K ﹤0.01%
45,284
+22,158
3980
$495K ﹤0.01%
58,710
+39,910
3981
$494K ﹤0.01%
13,687
+6,246
3982
$494K ﹤0.01%
12,674
+7,105
3983
$493K ﹤0.01%
23,191
+3,496
3984
$493K ﹤0.01%
22,182
+7,474
3985
$492K ﹤0.01%
+9,083
3986
$491K ﹤0.01%
9,901
-11,894
3987
$491K ﹤0.01%
94,399
+35,055
3988
$490K ﹤0.01%
13,787
+4,684
3989
$490K ﹤0.01%
34,518
-15,423
3990
$489K ﹤0.01%
125,505
+62,492
3991
$489K ﹤0.01%
120,694
+93,349
3992
$489K ﹤0.01%
39,503
+13,010
3993
$488K ﹤0.01%
203,160
+113,993
3994
$488K ﹤0.01%
34,626
+9,738
3995
$487K ﹤0.01%
153,764
+85,301
3996
$487K ﹤0.01%
12,895
-9,202
3997
$487K ﹤0.01%
43,215
+1,365
3998
$484K ﹤0.01%
16,449
+7,625
3999
$484K ﹤0.01%
21,439
+5,812
4000
$482K ﹤0.01%
17,930
+8,054
158 159
160
161 162