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
6876
$2.45K ﹤0.01%
225
+125
6877
$2.44K ﹤0.01%
+246
6878
$2.44K ﹤0.01%
2,100
-52
6879
$2.44K ﹤0.01%
1,107
-59
6880
$2.43K ﹤0.01%
1,500
6881
$2.42K ﹤0.01%
252
+166
6882
$2.42K ﹤0.01%
23
-47
6883
$2.4K ﹤0.01%
+115
6884
$2.39K ﹤0.01%
1,400
+1,390
6885
$2.39K ﹤0.01%
92
6886
$2.39K ﹤0.01%
108
-827
6887
$2.38K ﹤0.01%
+84
6888
$2.38K ﹤0.01%
+175
6889
$2.38K ﹤0.01%
27
-309
6890
$2.37K ﹤0.01%
+150
6891
$2.36K ﹤0.01%
+1,732
6892
$2.35K ﹤0.01%
+28
6893
$2.33K ﹤0.01%
214
+87
6894
$2.31K ﹤0.01%
90
-31
6895
$2.28K ﹤0.01%
+100
6896
$2.27K ﹤0.01%
+450
6897
$2.27K ﹤0.01%
92
-52
6898
$2.27K ﹤0.01%
+1,666
6899
$2.27K ﹤0.01%
93
-9,857
6900
$2.27K ﹤0.01%
60
+50
274 275
276
277 278