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
1626
$7.84M ﹤0.01%
124,332
-147,493
1627
$7.83M ﹤0.01%
543,331
-114,581
1628
$7.8M ﹤0.01%
66,972
-11,055
1629
$7.8M ﹤0.01%
342,705
-53,686
1630
$7.79M ﹤0.01%
518,620
-15,328
1631
$7.78M ﹤0.01%
77,142
-233,128
1632
$7.78M ﹤0.01%
753,500
-134,036
1633
$7.76M ﹤0.01%
40,565
-10,808
1634
$7.75M ﹤0.01%
121,969
-49,385
1635
$7.75M ﹤0.01%
42,208
-5,852
1636
$7.73M ﹤0.01%
221,611
+2,386
1637
$7.73M ﹤0.01%
613,115
+7,267
1638
$7.71M ﹤0.01%
294,628
-208,257
1639
$7.7M ﹤0.01%
87,361
+12,580
1640
$7.67M ﹤0.01%
95,385
+21,270
1641
$7.65M ﹤0.01%
881,517
-294,785
1642
$7.65M ﹤0.01%
300,463
+137,704
1643
$7.64M ﹤0.01%
36,660
+8,942
1644
$7.63M ﹤0.01%
276,129
-195,050
1645
$7.62M ﹤0.01%
145,200
-16,111
1646
$7.62M ﹤0.01%
147,057
+14,129
1647
$7.62M ﹤0.01%
45,791
+2,069
1648
$7.59M ﹤0.01%
792,694
-63,402
1649
$7.58M ﹤0.01%
285,966
-26,535
1650
$7.55M ﹤0.01%
126,166
+15,068
64 65
66
67 68