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
4601
$200K ﹤0.01%
6,177
+2,607
4602
$200K ﹤0.01%
21,230
+8,272
4603
$200K ﹤0.01%
8,220
-3,640
4604
$199K ﹤0.01%
22,206
+1,268
4605
$197K ﹤0.01%
18,680
+12,794
4606
$197K ﹤0.01%
46,207
+27,290
4607
$197K ﹤0.01%
36,629
+19,467
4608
$197K ﹤0.01%
10,240
+1,969
4609
$196K ﹤0.01%
9,803
+4,829
4610
$196K ﹤0.01%
35,104
+19,231
4611
$195K ﹤0.01%
6,088
+407
4612
$195K ﹤0.01%
3,382
-9,790
4613
$195K ﹤0.01%
157,030
+88,302
4614
$195K ﹤0.01%
11,735
+10,733
4615
$194K ﹤0.01%
+7,000
4616
$193K ﹤0.01%
59,043
+23,616
4617
$193K ﹤0.01%
100,000
-51
4618
$192K ﹤0.01%
5,578
+1,349
4619
$192K ﹤0.01%
20,002
+11,318
4620
$192K ﹤0.01%
6,663
+3,586
4621
$192K ﹤0.01%
24,181
+24,145
4622
$191K ﹤0.01%
+5,799
4623
$191K ﹤0.01%
35,169
+16,442
4624
$190K ﹤0.01%
+6,904
4625
$189K ﹤0.01%
22,676
+12,340
183 184
185
186 187