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
7126
$1.21K ﹤0.01%
293
-4,741
7127
$1.21K ﹤0.01%
426
+407
7128
$1.21K ﹤0.01%
65
-182
7129
$1.21K ﹤0.01%
502
+501
7130
$1.2K ﹤0.01%
29,866
+28,796
7131
$1.19K ﹤0.01%
1,171
-11,105
7132
$1.19K ﹤0.01%
+14,200
7133
$1.18K ﹤0.01%
10,661
+2,820
7134
$1.18K ﹤0.01%
45
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7135
$1.17K ﹤0.01%
147
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7136
$1.17K ﹤0.01%
+362
7137
$1.17K ﹤0.01%
+20
7138
$1.17K ﹤0.01%
1,223
-13,218
7139
$1.17K ﹤0.01%
998
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7140
$1.17K ﹤0.01%
1,110
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7141
$1.16K ﹤0.01%
+39
7142
$1.15K ﹤0.01%
67
+50
7143
$1.15K ﹤0.01%
246
+83
7144
$1.15K ﹤0.01%
+592
7145
$1.15K ﹤0.01%
+254
7146
$1.14K ﹤0.01%
79
-465
7147
$1.14K ﹤0.01%
+21
7148
$1.12K ﹤0.01%
+45
7149
$1.12K ﹤0.01%
1,398
-838
7150
$1.1K ﹤0.01%
13,606
-230
284 285
286
287 288