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
4901
$116K ﹤0.01%
5,925
+2,165
4902
$116K ﹤0.01%
16,286
+6,788
4903
$116K ﹤0.01%
1,709
+166
4904
$116K ﹤0.01%
1,753
+1,063
4905
$116K ﹤0.01%
30,731
+25,174
4906
$115K ﹤0.01%
19,294
+7,990
4907
$115K ﹤0.01%
31,377
+17,733
4908
$114K ﹤0.01%
+3,417
4909
$114K ﹤0.01%
25,505
+12,745
4910
$114K ﹤0.01%
57,695
+2,733
4911
$114K ﹤0.01%
35,627
-3,227
4912
$113K ﹤0.01%
+2,863
4913
$113K ﹤0.01%
+13,124
4914
$113K ﹤0.01%
+69,490
4915
$113K ﹤0.01%
13,056
+1,021
4916
$113K ﹤0.01%
2,281
-1,962
4917
$112K ﹤0.01%
2,099
+142
4918
$112K ﹤0.01%
10,653
-16,095
4919
$112K ﹤0.01%
1,140
-21,851
4920
$112K ﹤0.01%
+4,259
4921
$112K ﹤0.01%
2,983
+401
4922
$111K ﹤0.01%
8,047
+4,268
4923
$111K ﹤0.01%
5,072
+2,242
4924
$111K ﹤0.01%
25,958
-1,042
4925
$111K ﹤0.01%
2,522
+701
195 196
197
198 199