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
4276
$327K ﹤0.01%
23,341
-642
4277
$327K ﹤0.01%
12,836
-1,627
4278
$327K ﹤0.01%
37,098
-28,145
4279
$326K ﹤0.01%
+78,125
4280
$326K ﹤0.01%
31,949
-6,675
4281
$326K ﹤0.01%
162,957
+156,660
4282
$325K ﹤0.01%
70,683
+70,209
4283
$324K ﹤0.01%
7,322
+4,823
4284
$324K ﹤0.01%
12,425
+5,411
4285
$323K ﹤0.01%
10,954
+5,256
4286
$323K ﹤0.01%
66,321
+31,098
4287
$322K ﹤0.01%
25,417
+22,545
4288
$321K ﹤0.01%
60,426
+6,482
4289
$321K ﹤0.01%
13,838
+435
4290
$321K ﹤0.01%
38,430
-7,813
4291
$320K ﹤0.01%
20,768
+129
4292
$319K ﹤0.01%
17,476
+6,201
4293
$319K ﹤0.01%
75,611
-16,575
4294
$318K ﹤0.01%
119,271
+51,283
4295
$318K ﹤0.01%
18,854
+2,075
4296
$316K ﹤0.01%
8,816
+4,486
4297
$316K ﹤0.01%
134,412
+59,972
4298
$315K ﹤0.01%
20,018
+2,914
4299
$313K ﹤0.01%
18,124
+6,496
4300
$313K ﹤0.01%
9,641
-915
170 171
172
173 174