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
4701
$167K ﹤0.01%
100,000
4702
$166K ﹤0.01%
9,617
+4,775
4703
$165K ﹤0.01%
33,847
+3,047
4704
$165K ﹤0.01%
29,942
-4,841
4705
$164K ﹤0.01%
1,712
+853
4706
$164K ﹤0.01%
32,079
+1,907
4707
$163K ﹤0.01%
2,426
-342
4708
$163K ﹤0.01%
9,635
-2,632
4709
$163K ﹤0.01%
2,091
-120
4710
$163K ﹤0.01%
30,806
-18,318
4711
$162K ﹤0.01%
11,518
+56
4712
$162K ﹤0.01%
2,297
-1,639
4713
$161K ﹤0.01%
61,622
+33,299
4714
$161K ﹤0.01%
4,690
+2,007
4715
$161K ﹤0.01%
4,830
+4,523
4716
$161K ﹤0.01%
14,156
-6,679
4717
$161K ﹤0.01%
9,059
-3,024
4718
$161K ﹤0.01%
16,439
+8,075
4719
$160K ﹤0.01%
102,548
+43,503
4720
$160K ﹤0.01%
+12,397
4721
$160K ﹤0.01%
5,451
+4,946
4722
$160K ﹤0.01%
14,521
+7,806
4723
$160K ﹤0.01%
11,300
-134
4724
$159K ﹤0.01%
70,658
+29,161
4725
$159K ﹤0.01%
3,252
+1,509
187 188
189
190 191