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
4426
$263K ﹤0.01%
21,563
+11,936
4427
$263K ﹤0.01%
34,642
-11,325
4428
$263K ﹤0.01%
22,170
-45,266
4429
$263K ﹤0.01%
9,742
+4,547
4430
$262K ﹤0.01%
21,625
+19,832
4431
$262K ﹤0.01%
99,261
+20,119
4432
$262K ﹤0.01%
25,429
+9,455
4433
$261K ﹤0.01%
24,758
+10,509
4434
$261K ﹤0.01%
12,215
+7,111
4435
$260K ﹤0.01%
169,616
+44,254
4436
$258K ﹤0.01%
16,135
+7,487
4437
$257K ﹤0.01%
63,543
+21,265
4438
$257K ﹤0.01%
9,807
-953,714
4439
$257K ﹤0.01%
22,258
+7,170
4440
$257K ﹤0.01%
20,906
+14,648
4441
$256K ﹤0.01%
8,150
+3,989
4442
$256K ﹤0.01%
36,477
+20,765
4443
$256K ﹤0.01%
13,816
+1,775
4444
$256K ﹤0.01%
59,591
+23,618
4445
$255K ﹤0.01%
22,744
+10,290
4446
$254K ﹤0.01%
2,509
+2,480
4447
$254K ﹤0.01%
7,900
-24
4448
$253K ﹤0.01%
36,028
+18,105
4449
$253K ﹤0.01%
10,435
+5,156
4450
$252K ﹤0.01%
16,904
+12,193
176 177
178
179 180