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
4101
$410K ﹤0.01%
8,996
-1,438
4102
$410K ﹤0.01%
9,163
+4,539
4103
$409K ﹤0.01%
4,858
+2,108
4104
$409K ﹤0.01%
112,940
+109,880
4105
$409K ﹤0.01%
378,354
+164,780
4106
$408K ﹤0.01%
7,006
+5,718
4107
$407K ﹤0.01%
194,002
+25,900
4108
$407K ﹤0.01%
3,546
+37
4109
$407K ﹤0.01%
43,002
+11,576
4110
$406K ﹤0.01%
44,327
+28,398
4111
$406K ﹤0.01%
72,257
-92,654
4112
$406K ﹤0.01%
100,000
+91,358
4113
$406K ﹤0.01%
15,497
+7,400
4114
$405K ﹤0.01%
90,833
+37,259
4115
$405K ﹤0.01%
69,691
+33,299
4116
$404K ﹤0.01%
150,891
-678,226
4117
$404K ﹤0.01%
76,394
-17,095
4118
$404K ﹤0.01%
52,006
+1,937
4119
$404K ﹤0.01%
35,706
-6,208
4120
$403K ﹤0.01%
197,668
-68,259
4121
$403K ﹤0.01%
11,197
+53
4122
$403K ﹤0.01%
120,207
+11,826
4123
$403K ﹤0.01%
40,063
-914
4124
$403K ﹤0.01%
78,773
-315
4125
$402K ﹤0.01%
13,428
+3,671
163 164
165
166 167