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
4576
$208K ﹤0.01%
4,543
-5,296
4577
$207K ﹤0.01%
15,251
+468
4578
$207K ﹤0.01%
23,222
+3,626
4579
$207K ﹤0.01%
121,476
+58,410
4580
$205K ﹤0.01%
8,469
+6,107
4581
$205K ﹤0.01%
11,287
+385
4582
$205K ﹤0.01%
+4,249
4583
$204K ﹤0.01%
26,697
-46,043
4584
$204K ﹤0.01%
3,162
-641
4585
$204K ﹤0.01%
39,752
+3,333
4586
$204K ﹤0.01%
8,655
-2,829
4587
$204K ﹤0.01%
21,576
+11,103
4588
$204K ﹤0.01%
3,792
+2,507
4589
$204K ﹤0.01%
30,183
+19,026
4590
$203K ﹤0.01%
23,517
-14,335
4591
$203K ﹤0.01%
26,016
-92,082
4592
$203K ﹤0.01%
13,545
+5,239
4593
$203K ﹤0.01%
18,395
+15,002
4594
$202K ﹤0.01%
79,675
+50,288
4595
$202K ﹤0.01%
139,165
+30,467
4596
$202K ﹤0.01%
11,150
-155
4597
$201K ﹤0.01%
4,450
-315
4598
$201K ﹤0.01%
64,299
+29,740
4599
$201K ﹤0.01%
6,638
-2,382
4600
$200K ﹤0.01%
110,412
+81,234
182 183
184
185 186