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
4476
$241K ﹤0.01%
24,885
+11,758
4477
$241K ﹤0.01%
2,321
+254
4478
$240K ﹤0.01%
24,783
+16,869
4479
$240K ﹤0.01%
22,313
-14,757
4480
$240K ﹤0.01%
10,836
+5,423
4481
$240K ﹤0.01%
21,892
+11,246
4482
$239K ﹤0.01%
3,066
+1,638
4483
$239K ﹤0.01%
5,654
-1,252
4484
$239K ﹤0.01%
8,869
+441
4485
$239K ﹤0.01%
9,667
+4,982
4486
$238K ﹤0.01%
14,102
+13,979
4487
$238K ﹤0.01%
111,845
+57,153
4488
$238K ﹤0.01%
23,037
-1,418
4489
$238K ﹤0.01%
7,281
+6,758
4490
$238K ﹤0.01%
38,868
+26,033
4491
$238K ﹤0.01%
3,779
-97
4492
$238K ﹤0.01%
55,128
+22,903
4493
$237K ﹤0.01%
10,377
-216,924
4494
$237K ﹤0.01%
10,963
+5,353
4495
$237K ﹤0.01%
20,955
+15,394
4496
$237K ﹤0.01%
11,701
+5,701
4497
$236K ﹤0.01%
23,152
+10,214
4498
$236K ﹤0.01%
44,256
+21,962
4499
$236K ﹤0.01%
10,299
+2,054
4500
$236K ﹤0.01%
3,286
-478
178 179
180
181 182