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
4526
$229K ﹤0.01%
9,123
+4,595
4527
$228K ﹤0.01%
18,661
+9,632
4528
$228K ﹤0.01%
12,557
+10,052
4529
$227K ﹤0.01%
11,858
-3,911
4530
$227K ﹤0.01%
64,274
+5,112
4531
$226K ﹤0.01%
34,284
+19,978
4532
$226K ﹤0.01%
16,218
-9,190
4533
$225K ﹤0.01%
49,586
+24,937
4534
$225K ﹤0.01%
10,729
-3,445
4535
$225K ﹤0.01%
45,000
+2,026
4536
$225K ﹤0.01%
66,952
+31,144
4537
$225K ﹤0.01%
29,231
-339
4538
$224K ﹤0.01%
5,794
+2,509
4539
$224K ﹤0.01%
19,969
+9,979
4540
$224K ﹤0.01%
20,558
-1,847
4541
$223K ﹤0.01%
111,189
+50,964
4542
$222K ﹤0.01%
696,957
+27,626
4543
$222K ﹤0.01%
27,198
-10,663
4544
$222K ﹤0.01%
25,699
-49,125
4545
$220K ﹤0.01%
15,798
+832
4546
$220K ﹤0.01%
8,584
+4,101
4547
$220K ﹤0.01%
6,764
+6,484
4548
$220K ﹤0.01%
9,510
4549
$219K ﹤0.01%
15,136
+7,319
4550
$219K ﹤0.01%
16,444
+5,390
180 181
182
183 184