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
4951
$103K ﹤0.01%
5,430
-925
4952
$103K ﹤0.01%
4,101
+1,874
4953
$103K ﹤0.01%
22,764
+11,733
4954
$102K ﹤0.01%
22,835
+11,544
4955
$102K ﹤0.01%
+2,853
4956
$102K ﹤0.01%
1,216
-53
4957
$102K ﹤0.01%
13,656
+7,308
4958
$102K ﹤0.01%
+1,237
4959
$102K ﹤0.01%
3,950
+3,877
4960
$102K ﹤0.01%
53,401
-24,421
4961
$101K ﹤0.01%
+1,642
4962
$101K ﹤0.01%
1,655
4963
$101K ﹤0.01%
36,690
+13,598
4964
$101K ﹤0.01%
+4,380
4965
$101K ﹤0.01%
8,331
-18,601
4966
$101K ﹤0.01%
5,208
+2,610
4967
$101K ﹤0.01%
41,906
+11,770
4968
$101K ﹤0.01%
10,200
+6,577
4969
$100K ﹤0.01%
1,359
+607
4970
$100K ﹤0.01%
11,937
+6,540
4971
$100K ﹤0.01%
17,397
+1,474
4972
$100K ﹤0.01%
7,525
+1,454
4973
$100K ﹤0.01%
7,921
-3,787
4974
$99.6K ﹤0.01%
+2,284
4975
$99.5K ﹤0.01%
2,144
-132
197 198
199
200 201