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
4126
$402K ﹤0.01%
59,471
+54,700
4127
$401K ﹤0.01%
18,742
+1,156
4128
$401K ﹤0.01%
61,287
-160
4129
$401K ﹤0.01%
18,638
+4,735
4130
$401K ﹤0.01%
21,381
+10,316
4131
$401K ﹤0.01%
11,942
+4,428
4132
$400K ﹤0.01%
7,623
+3,023
4133
$400K ﹤0.01%
13,971
+7,139
4134
$399K ﹤0.01%
17,169
-3,066
4135
$398K ﹤0.01%
556
-805
4136
$398K ﹤0.01%
5,734
+2,294
4137
$397K ﹤0.01%
37,493
-2,470
4138
$397K ﹤0.01%
9,607
+3,063
4139
$397K ﹤0.01%
17,707
+8,093
4140
$397K ﹤0.01%
6,938
-61,442
4141
$396K ﹤0.01%
127,868
-15,813
4142
$396K ﹤0.01%
40,819
-315
4143
$395K ﹤0.01%
30,479
-29,964
4144
$395K ﹤0.01%
54,090
+28,219
4145
$395K ﹤0.01%
36,135
+16,104
4146
$395K ﹤0.01%
151,268
+53,482
4147
$395K ﹤0.01%
28,754
-8,749
4148
$395K ﹤0.01%
33,391
+2,763
4149
$394K ﹤0.01%
121,702
+14,533
4150
$393K ﹤0.01%
12,810
+6,096
164 165
166
167 168