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
4551
$219K ﹤0.01%
223,385
-3,287
4552
$219K ﹤0.01%
+7,595
4553
$219K ﹤0.01%
27,347
+17,654
4554
$218K ﹤0.01%
12,407
+642
4555
$217K ﹤0.01%
17,438
-1,015,597
4556
$216K ﹤0.01%
7,914
+4,101
4557
$216K ﹤0.01%
+217,902
4558
$216K ﹤0.01%
19,678
+4,160
4559
$214K ﹤0.01%
9,092
+7,503
4560
$214K ﹤0.01%
42,712
+2,930
4561
$214K ﹤0.01%
37,948
+14,639
4562
$213K ﹤0.01%
199,383
-44,070
4563
$213K ﹤0.01%
69,946
+53,618
4564
$213K ﹤0.01%
4,651
+2,027
4565
$213K ﹤0.01%
13,490
+3,603
4566
$212K ﹤0.01%
6,581
-3,743
4567
$212K ﹤0.01%
14,826
+6,222
4568
$211K ﹤0.01%
2,624
+243
4569
$211K ﹤0.01%
37,223
+3,388
4570
$211K ﹤0.01%
61,461
+25,432
4571
$211K ﹤0.01%
15,972
+8,957
4572
$210K ﹤0.01%
13,208
-6,629
4573
$210K ﹤0.01%
41,322
+20,990
4574
$208K ﹤0.01%
2,744
-18,014
4575
$208K ﹤0.01%
10,200
+9,441
181 182
183
184 185