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
4051
$444K ﹤0.01%
11,936
+11,802
4052
$443K ﹤0.01%
29,901
+28,838
4053
$443K ﹤0.01%
56,528
+12,946
4054
$442K ﹤0.01%
14,390
+9,762
4055
$442K ﹤0.01%
71,493
+48,923
4056
$440K ﹤0.01%
42,310
-3,947
4057
$439K ﹤0.01%
24,885
+23,299
4058
$439K ﹤0.01%
16,034
+3,231
4059
$439K ﹤0.01%
40,117
+36,059
4060
$439K ﹤0.01%
4,173
+32
4061
$439K ﹤0.01%
52,786
+9,066
4062
$438K ﹤0.01%
16,281
+7,528
4063
$438K ﹤0.01%
3,322
-76
4064
$438K ﹤0.01%
26,349
-30,282
4065
$437K ﹤0.01%
8,634
-1,262
4066
$436K ﹤0.01%
298,565
+14,315
4067
$436K ﹤0.01%
38,541
+17,492
4068
$436K ﹤0.01%
30,795
-1,908
4069
$436K ﹤0.01%
11,096
+6,787
4070
$436K ﹤0.01%
6,599
+2,443
4071
$435K ﹤0.01%
30,905
-13,353
4072
$434K ﹤0.01%
49,384
+28,953
4073
$431K ﹤0.01%
135,510
+119,543
4074
$431K ﹤0.01%
13,254
+9,162
4075
$430K ﹤0.01%
12,209
+11,609
161 162
163
164 165