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
4726
$158K ﹤0.01%
6,649
+2,723
4727
$158K ﹤0.01%
13,066
+10,494
4728
$158K ﹤0.01%
6,065
+5,991
4729
$158K ﹤0.01%
3,939
+2,682
4730
$158K ﹤0.01%
144,527
+91,556
4731
$157K ﹤0.01%
8,653
+6,549
4732
$157K ﹤0.01%
26,109
+11,616
4733
$157K ﹤0.01%
8,471
-132,516
4734
$157K ﹤0.01%
29,773
+9,498
4735
$157K ﹤0.01%
7,894
+3,430
4736
$156K ﹤0.01%
28,904
-5,085
4737
$156K ﹤0.01%
20,626
-11,280
4738
$156K ﹤0.01%
16,345
+8,048
4739
$156K ﹤0.01%
3,707
+3,510
4740
$155K ﹤0.01%
21,805
-50,039
4741
$155K ﹤0.01%
14,288
-51,419
4742
$155K ﹤0.01%
+17,776
4743
$155K ﹤0.01%
4,720
+4,504
4744
$155K ﹤0.01%
7,503
+909
4745
$155K ﹤0.01%
22,411
-18,403
4746
$154K ﹤0.01%
6,467
-1,774
4747
$153K ﹤0.01%
2,071
+1,019
4748
$153K ﹤0.01%
6,810
+2,653
4749
$153K ﹤0.01%
5,563
+5,430
4750
$152K ﹤0.01%
55,681
+26,546
188 189
190
191 192