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
4301
$313K ﹤0.01%
3,072
+1,945
4302
$312K ﹤0.01%
37,947
+12,797
4303
$312K ﹤0.01%
74,800
+36,067
4304
$311K ﹤0.01%
37,972
+12,115
4305
$311K ﹤0.01%
19,781
+13,148
4306
$311K ﹤0.01%
3,209
+3,204
4307
$311K ﹤0.01%
5,860
+93
4308
$311K ﹤0.01%
10,939
-3,498
4309
$310K ﹤0.01%
8,239
-4,594
4310
$310K ﹤0.01%
55,306
+26,966
4311
$310K ﹤0.01%
5,549
+105
4312
$308K ﹤0.01%
10,612
+608
4313
$308K ﹤0.01%
30,761
-21,416
4314
$307K ﹤0.01%
131,933
+65,698
4315
$307K ﹤0.01%
13,330
-9,568
4316
$307K ﹤0.01%
14,806
-9,573
4317
$307K ﹤0.01%
609
+506
4318
$306K ﹤0.01%
23,254
+1,043
4319
$305K ﹤0.01%
44,695
+20,024
4320
$304K ﹤0.01%
3,499
-7,217
4321
$304K ﹤0.01%
104,978
+40,570
4322
$304K ﹤0.01%
74,337
+26,290
4323
$304K ﹤0.01%
11,254
-108,610
4324
$303K ﹤0.01%
45,613
+21,490
4325
$303K ﹤0.01%
160,288
+69,863
171 172
173
174 175