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
4226
$351K ﹤0.01%
+2,878
4227
$350K ﹤0.01%
139,971
+77,353
4228
$350K ﹤0.01%
6,381
+2,642
4229
$350K ﹤0.01%
8,722
+4,383
4230
$350K ﹤0.01%
5,129
+3,326
4231
$349K ﹤0.01%
6,229
-4,882
4232
$348K ﹤0.01%
10,475
-1,531
4233
$348K ﹤0.01%
57,875
-4,753
4234
$348K ﹤0.01%
31,762
+20,292
4235
$348K ﹤0.01%
15,346
+5,970
4236
$348K ﹤0.01%
12,566
-846
4237
$348K ﹤0.01%
27,151
-5,290
4238
$347K ﹤0.01%
10,753
+5,226
4239
$346K ﹤0.01%
30,942
+4,637
4240
$345K ﹤0.01%
11,419
+4,867
4241
$344K ﹤0.01%
42,425
-3,305
4242
$344K ﹤0.01%
43,262
+23,996
4243
$344K ﹤0.01%
15,246
+7,121
4244
$344K ﹤0.01%
7,238
+4,349
4245
$342K ﹤0.01%
32,863
+18,996
4246
$342K ﹤0.01%
32,257
+177
4247
$342K ﹤0.01%
31,741
-10,323
4248
$342K ﹤0.01%
27,163
+11,329
4249
$341K ﹤0.01%
18,169
-52,802
4250
$341K ﹤0.01%
8,566
+569
168 169
170
171 172