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
4176
$375K ﹤0.01%
5,540
-4,586
4177
$374K ﹤0.01%
21,733
+6,966
4178
$374K ﹤0.01%
11,758
-564
4179
$374K ﹤0.01%
17,223
-32
4180
$374K ﹤0.01%
60,743
-634,376
4181
$372K ﹤0.01%
7,641
+3,679
4182
$372K ﹤0.01%
14,493
+5,321
4183
$372K ﹤0.01%
94,593
+48,207
4184
$372K ﹤0.01%
8,429
-334
4185
$371K ﹤0.01%
45,074
+20,006
4186
$371K ﹤0.01%
16,151
+7,472
4187
$370K ﹤0.01%
52,768
+13,757
4188
$369K ﹤0.01%
50,737
+50,618
4189
$369K ﹤0.01%
29,101
-17,507
4190
$368K ﹤0.01%
25,249
+22,147
4191
$368K ﹤0.01%
69,712
-12,720
4192
$368K ﹤0.01%
14,068
-2,086
4193
$367K ﹤0.01%
24,381
+3,636
4194
$367K ﹤0.01%
20,352
+8,680
4195
$367K ﹤0.01%
54,004
+31,718
4196
$367K ﹤0.01%
46,295
+33,810
4197
$366K ﹤0.01%
17,199
+4,384
4198
$366K ﹤0.01%
3,493
+766
4199
$366K ﹤0.01%
26,198
+3,851
4200
$365K ﹤0.01%
12,033
+5,491
166 167
168
169 170