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
4401
$274K ﹤0.01%
21,328
+8,360
4402
$274K ﹤0.01%
10,439
+5,058
4403
$274K ﹤0.01%
4,702
-390
4404
$273K ﹤0.01%
92,670
+43,037
4405
$273K ﹤0.01%
9,210
+3,887
4406
$272K ﹤0.01%
44,546
+18,425
4407
$272K ﹤0.01%
10,495
+9,526
4408
$271K ﹤0.01%
7,763
+2,434
4409
$271K ﹤0.01%
60,855
+33,480
4410
$271K ﹤0.01%
10,533
+5,363
4411
$270K ﹤0.01%
9,646
+3,943
4412
$269K ﹤0.01%
18,941
+9,246
4413
$269K ﹤0.01%
22,655
-6,529
4414
$268K ﹤0.01%
14,980
+3,879
4415
$268K ﹤0.01%
3,920
+61
4416
$268K ﹤0.01%
50,206
+23,385
4417
$268K ﹤0.01%
71,526
-18,716
4418
$267K ﹤0.01%
24,279
+1,774
4419
$266K ﹤0.01%
1,641
+615
4420
$266K ﹤0.01%
40,025
+19,782
4421
$265K ﹤0.01%
30,261
+15,824
4422
$264K ﹤0.01%
35,937
+16,069
4423
$264K ﹤0.01%
32,191
+17,583
4424
$264K ﹤0.01%
26,713
+20,789
4425
$264K ﹤0.01%
30,901
+19,061
175 176
177
178 179