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
4676
$173K ﹤0.01%
41,401
+2,565
4677
$172K ﹤0.01%
5,207
-473
4678
$172K ﹤0.01%
10,726
-385,685
4679
$172K ﹤0.01%
7,165
-1,935
4680
$171K ﹤0.01%
7,410
-6,635
4681
$171K ﹤0.01%
4,796
+4,692
4682
$171K ﹤0.01%
12,225
+709
4683
$171K ﹤0.01%
15,163
+8,344
4684
$170K ﹤0.01%
7,061
+116
4685
$170K ﹤0.01%
61,066
+11,018
4686
$170K ﹤0.01%
67,737
+33,216
4687
$170K ﹤0.01%
19,624
-23,905
4688
$170K ﹤0.01%
1,809
+250
4689
$170K ﹤0.01%
11,275
+2,780
4690
$170K ﹤0.01%
56,730
+28,999
4691
$170K ﹤0.01%
8,919
+3,344
4692
$169K ﹤0.01%
12,682
+5,922
4693
$169K ﹤0.01%
23,079
+11,385
4694
$169K ﹤0.01%
8,124
+3,530
4695
$169K ﹤0.01%
3,162
-17,148
4696
$169K ﹤0.01%
3,696
+3,565
4697
$169K ﹤0.01%
+610,014
4698
$168K ﹤0.01%
6,514
-111,169
4699
$168K ﹤0.01%
2,035
-163
4700
$167K ﹤0.01%
4,330
-834
186 187
188
189 190