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
6901
$2.26K ﹤0.01%
1,478
-666
6902
$2.25K ﹤0.01%
+82
6903
$2.25K ﹤0.01%
607
+600
6904
$2.25K ﹤0.01%
+1,668
6905
$2.25K ﹤0.01%
+57
6906
$2.25K ﹤0.01%
+5,403
6907
$2.24K ﹤0.01%
+102
6908
$2.22K ﹤0.01%
48
-437
6909
$2.2K ﹤0.01%
+2,000
6910
$2.19K ﹤0.01%
3,805
-20,536
6911
$2.17K ﹤0.01%
+100
6912
$2.16K ﹤0.01%
1,144
+1,142
6913
$2.16K ﹤0.01%
4,070
+1,938
6914
$2.16K ﹤0.01%
+31
6915
$2.15K ﹤0.01%
883
+855
6916
$2.15K ﹤0.01%
44
-33
6917
$2.14K ﹤0.01%
+93
6918
$2.14K ﹤0.01%
+132
6919
$2.14K ﹤0.01%
333
-17
6920
$2.14K ﹤0.01%
42
-3,218
6921
$2.13K ﹤0.01%
+102
6922
$2.13K ﹤0.01%
+23
6923
$2.12K ﹤0.01%
+230
6924
$2.12K ﹤0.01%
2,000
6925
$2.12K ﹤0.01%
+26
275 276
277
278 279