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
1326
$12.6M ﹤0.01%
240,819
-15,752
1327
$12.6M ﹤0.01%
253,745
-120,694
1328
$12.6M ﹤0.01%
4,510,827
+220,153
1329
$12.6M ﹤0.01%
826,130
+345,556
1330
$12.6M ﹤0.01%
45,016
+32,580
1331
$12.6M ﹤0.01%
360,684
-658,437
1332
$12.5M ﹤0.01%
672,088
+248,987
1333
$12.5M ﹤0.01%
197,334
+17,817
1334
$12.4M ﹤0.01%
450,028
+90,687
1335
$12.4M ﹤0.01%
57,255
+36,606
1336
$12.4M ﹤0.01%
318,153
-155,210
1337
$12.4M ﹤0.01%
542,425
+280,491
1338
$12.3M ﹤0.01%
650,484
-37,110
1339
$12.3M ﹤0.01%
113,156
-10,195
1340
$12.2M ﹤0.01%
79,280
+16,849
1341
$12.2M ﹤0.01%
241,997
+124,845
1342
$12.2M ﹤0.01%
84,679
+42,531
1343
$12.2M ﹤0.01%
128,601
-20,453
1344
$12.2M ﹤0.01%
2,455,062
-61,784
1345
$12.1M ﹤0.01%
188,068
-38,499
1346
$12.1M ﹤0.01%
53,959
-6,371
1347
$12.1M ﹤0.01%
374,858
-91,557
1348
$12.1M ﹤0.01%
181,180
-93,822
1349
$12M ﹤0.01%
1,484,697
+1,451,308
1350
$12M ﹤0.01%
188,573
-154,766
52 53
54
55 56