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
1676
$7.21M ﹤0.01%
365,195
-35,293
1677
$7.21M ﹤0.01%
181,385
+174,798
1678
$7.21M ﹤0.01%
396,163
-645
1679
$7.2M ﹤0.01%
52,423
+9,058
1680
$7.19M ﹤0.01%
240,536
-5,773
1681
$7.18M ﹤0.01%
469,569
-83,270
1682
$7.18M ﹤0.01%
113,281
+5,249
1683
$7.16M ﹤0.01%
157,369
+96,078
1684
$7.16M ﹤0.01%
738,405
+124,272
1685
$7.15M ﹤0.01%
130,931
+30,716
1686
$7.15M ﹤0.01%
869,446
-172,663
1687
$7.14M ﹤0.01%
47,180
-1,608
1688
$7.12M ﹤0.01%
685,107
-689,923
1689
$7.1M ﹤0.01%
98,672
-1,175
1690
$7.1M ﹤0.01%
164,374
+455
1691
$7.09M ﹤0.01%
78,974
-537
1692
$7.09M ﹤0.01%
260,500
+141,102
1693
$7.09M ﹤0.01%
210,362
+20,104
1694
$7.08M ﹤0.01%
837,882
+20,845
1695
$7.08M ﹤0.01%
229,480
+122,615
1696
$7.08M ﹤0.01%
57,410
+57,382
1697
$7.07M ﹤0.01%
272,473
-158
1698
$7.06M ﹤0.01%
224,302
-122,884
1699
$7.03M ﹤0.01%
80,704
+39,626
1700
$7.02M ﹤0.01%
72,540
-23,053
66 67
68
69 70