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
4751
$152K ﹤0.01%
3,221
-2,052
4752
$151K ﹤0.01%
4,233
+3,493
4753
$151K ﹤0.01%
29,757
+17,594
4754
$151K ﹤0.01%
61,160
+58,932
4755
$151K ﹤0.01%
65,914
-10,266
4756
$151K ﹤0.01%
47,877
+26,415
4757
$151K ﹤0.01%
23,381
+12,945
4758
$150K ﹤0.01%
1,430
-841
4759
$150K ﹤0.01%
198,416
-2,604,920
4760
$149K ﹤0.01%
36,020
+36,019
4761
$149K ﹤0.01%
21,667
+7,712
4762
$149K ﹤0.01%
55,705
+28,816
4763
$149K ﹤0.01%
71,255
+26,565
4764
$149K ﹤0.01%
30,435
+16,005
4765
$148K ﹤0.01%
6,130
+4,586
4766
$148K ﹤0.01%
7,091
+124
4767
$148K ﹤0.01%
2,260
+1,958
4768
$147K ﹤0.01%
13,747
+6,127
4769
$147K ﹤0.01%
14,370
+6,097
4770
$147K ﹤0.01%
7,945
+3,970
4771
$147K ﹤0.01%
73,080
-120,301
4772
$147K ﹤0.01%
17,376
-2,198
4773
$147K ﹤0.01%
10,055
-4,209
4774
$146K ﹤0.01%
3,021
+527
4775
$146K ﹤0.01%
45,014
+19,530
189 190
191
192 193