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
4001
$481K ﹤0.01%
144,326
-164,785
4002
$480K ﹤0.01%
31,583
-9,956
4003
$480K ﹤0.01%
28,967
-3,820
4004
$479K ﹤0.01%
56,537
+33,340
4005
$478K ﹤0.01%
43,369
+22,736
4006
$476K ﹤0.01%
39,394
+1,995
4007
$476K ﹤0.01%
20,254
+9,466
4008
$475K ﹤0.01%
22,110
4009
$473K ﹤0.01%
186,853
+71,567
4010
$472K ﹤0.01%
9,180
+5,311
4011
$472K ﹤0.01%
+23,493
4012
$472K ﹤0.01%
3,613
+1,406
4013
$472K ﹤0.01%
29,020
+28,889
4014
$471K ﹤0.01%
5,928
-46,257
4015
$470K ﹤0.01%
87,429
+13,103
4016
$470K ﹤0.01%
11,913
+11,856
4017
$470K ﹤0.01%
55,697
+7,164
4018
$469K ﹤0.01%
75,764
-5,767
4019
$469K ﹤0.01%
46,419
+41,468
4020
$469K ﹤0.01%
20,939
+9,525
4021
$469K ﹤0.01%
16,548
-11,941
4022
$469K ﹤0.01%
17,099
-101,344
4023
$467K ﹤0.01%
31,756
+11,262
4024
$467K ﹤0.01%
5,979
-506
4025
$465K ﹤0.01%
60,350
+15,357
159 160
161
162 163