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
4501
$236K ﹤0.01%
5,551
-225
4502
$236K ﹤0.01%
6,138
-372
4503
$236K ﹤0.01%
10,561
-2,478
4504
$236K ﹤0.01%
15,650
+6,150
4505
$236K ﹤0.01%
17,929
+1,800
4506
$235K ﹤0.01%
7,863
-19,705
4507
$235K ﹤0.01%
25,245
-1,651
4508
$235K ﹤0.01%
16,513
+14,758
4509
$235K ﹤0.01%
50,139
-8,859
4510
$235K ﹤0.01%
+17,442
4511
$234K ﹤0.01%
23,939
+12,803
4512
$234K ﹤0.01%
55,213
+55,115
4513
$233K ﹤0.01%
32,405
-1,120
4514
$233K ﹤0.01%
22,276
+9,899
4515
$233K ﹤0.01%
11,599
+5,444
4516
$233K ﹤0.01%
3,750
+2,242
4517
$232K ﹤0.01%
17,282
-7,339
4518
$232K ﹤0.01%
4,551
+3,109
4519
$232K ﹤0.01%
71,933
+23,826
4520
$231K ﹤0.01%
7,350
-1,669
4521
$230K ﹤0.01%
5,356
-750
4522
$230K ﹤0.01%
35,110
+16,368
4523
$229K ﹤0.01%
24,105
+14,749
4524
$229K ﹤0.01%
7,458
+2,973
4525
$229K ﹤0.01%
4,605
+1,901
179 180
181
182 183