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
4376
$282K ﹤0.01%
12,503
+6,313
4377
$281K ﹤0.01%
29,106
-10,236
4378
$281K ﹤0.01%
2,051
+2,046
4379
$281K ﹤0.01%
34,718
+1,726
4380
$279K ﹤0.01%
27,804
+14,629
4381
$279K ﹤0.01%
1,866
+985
4382
$279K ﹤0.01%
4,397
+2,318
4383
$279K ﹤0.01%
23,142
-9,519
4384
$278K ﹤0.01%
31,412
-12,360
4385
$278K ﹤0.01%
27,469
+18,066
4386
$278K ﹤0.01%
21,020
-12,541
4387
$278K ﹤0.01%
36,172
+23,245
4388
$277K ﹤0.01%
43,731
+11,772
4389
$277K ﹤0.01%
350
+30
4390
$277K ﹤0.01%
16,276
+5,545
4391
$276K ﹤0.01%
36,839
-10,384
4392
$276K ﹤0.01%
14,785
+1,075
4393
$276K ﹤0.01%
18,782
-490
4394
$276K ﹤0.01%
32,694
+18,535
4395
$275K ﹤0.01%
31,062
+30,337
4396
$275K ﹤0.01%
36,307
+36,007
4397
$275K ﹤0.01%
31,123
-4,178
4398
$275K ﹤0.01%
16,259
+3,087
4399
$275K ﹤0.01%
2,777
+2,765
4400
$274K ﹤0.01%
20,007
+7,258
174 175
176
177 178