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
4026
$465K ﹤0.01%
28,204
+12,822
4027
$464K ﹤0.01%
2,816
-442
4028
$462K ﹤0.01%
75,414
+73,076
4029
$461K ﹤0.01%
30,988
+19,794
4030
$460K ﹤0.01%
9,530
+6,716
4031
$460K ﹤0.01%
29,230
-6,596
4032
$459K ﹤0.01%
42,598
+14,775
4033
$459K ﹤0.01%
7,781
+4,846
4034
$457K ﹤0.01%
40,459
+19,949
4035
$455K ﹤0.01%
52,067
-77,564
4036
$454K ﹤0.01%
15,443
+7,869
4037
$454K ﹤0.01%
76,163
+12,096
4038
$452K ﹤0.01%
26,916
-12,518
4039
$452K ﹤0.01%
53,944
+52,732
4040
$451K ﹤0.01%
45,394
+13,805
4041
$451K ﹤0.01%
20,151
+5,265
4042
$450K ﹤0.01%
56,634
+27,637
4043
$449K ﹤0.01%
8,009
+5,120
4044
$449K ﹤0.01%
95,574
+30,643
4045
$447K ﹤0.01%
123,527
+62,178
4046
$447K ﹤0.01%
13,997
+1,659
4047
$445K ﹤0.01%
42,460
+39,643
4048
$445K ﹤0.01%
21,942
-55,296
4049
$445K ﹤0.01%
27,682
-2,027
4050
$444K ﹤0.01%
7,064
+3,532
160 161
162
163 164