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
4651
$181K ﹤0.01%
13,404
-2,171
4652
$181K ﹤0.01%
25,291
+2,679
4653
$180K ﹤0.01%
4,391
+2,124
4654
$180K ﹤0.01%
26,384
-97,740
4655
$180K ﹤0.01%
92,091
+50,695
4656
$179K ﹤0.01%
6,150
+6,069
4657
$179K ﹤0.01%
1,260
+1,172
4658
$178K ﹤0.01%
40,741
+18,165
4659
$178K ﹤0.01%
54,863
+20,859
4660
$178K ﹤0.01%
12,484
-3,366
4661
$178K ﹤0.01%
56,347
+31,215
4662
$178K ﹤0.01%
2,429
+1,316
4663
$177K ﹤0.01%
13,217
+7,369
4664
$177K ﹤0.01%
8,037
+3,745
4665
$177K ﹤0.01%
7,538
-523
4666
$176K ﹤0.01%
22,398
-38,188
4667
$176K ﹤0.01%
21,631
+8,934
4668
$176K ﹤0.01%
8,744
-1,653
4669
$176K ﹤0.01%
3,773
+3,684
4670
$175K ﹤0.01%
44,720
+23,638
4671
$175K ﹤0.01%
8,132
+4,017
4672
$174K ﹤0.01%
15,624
+12,488
4673
$174K ﹤0.01%
22,989
-448
4674
$174K ﹤0.01%
19,891
+1,853
4675
$173K ﹤0.01%
6,970
+3,065
185 186
187
188 189