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
5026
$90.8K ﹤0.01%
4,392
+2,382
5027
$90.6K ﹤0.01%
+2,384
5028
$90.3K ﹤0.01%
4,173
+141
5029
$90K ﹤0.01%
56,271
+25,042
5030
$90K ﹤0.01%
13,930
+8,976
5031
$90K ﹤0.01%
22,218
+11,468
5032
$89.9K ﹤0.01%
2,758
+1,175
5033
$89.8K ﹤0.01%
2,099
-86,489
5034
$89.8K ﹤0.01%
4,921
+4,888
5035
$89.5K ﹤0.01%
31,284
+4,314
5036
$89.4K ﹤0.01%
1,309
-169
5037
$89.3K ﹤0.01%
42,714
+2,120
5038
$89K ﹤0.01%
5,576
-10,484
5039
$89K ﹤0.01%
2,138
+1,916
5040
$88.8K ﹤0.01%
27,739
-10,473
5041
$88.4K ﹤0.01%
2,188
-145
5042
$88.2K ﹤0.01%
1,781
+901
5043
$88.2K ﹤0.01%
+2,170
5044
$87.7K ﹤0.01%
1,755
-1,598
5045
$87.6K ﹤0.01%
2,398
+2,272
5046
$87.4K ﹤0.01%
9,200
-400
5047
$87.4K ﹤0.01%
3,135
+1,309
5048
$87.3K ﹤0.01%
9,322
+4,727
5049
$87.1K ﹤0.01%
+2,081
5050
$87K ﹤0.01%
2,099
+562
200 201
202
203 204