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
1801
$6.28M ﹤0.01%
290,801
+215,444
1802
$6.28M ﹤0.01%
335,660
+5,242
1803
$6.27M ﹤0.01%
158,092
+136,897
1804
$6.27M ﹤0.01%
+156,745
1805
$6.26M ﹤0.01%
34,831
+5,311
1806
$6.25M ﹤0.01%
51,988
+21,977
1807
$6.25M ﹤0.01%
250,655
+14,255
1808
$6.24M ﹤0.01%
290,985
+181,289
1809
$6.23M ﹤0.01%
16,659
+47
1810
$6.23M ﹤0.01%
253,366
+174,012
1811
$6.22M ﹤0.01%
266,386
+207,983
1812
$6.22M ﹤0.01%
155,964
-41,835
1813
$6.2M ﹤0.01%
230,047
-26,264
1814
$6.2M ﹤0.01%
342,173
+71,369
1815
$6.19M ﹤0.01%
92,044
+16,260
1816
$6.18M ﹤0.01%
141,504
-20,908
1817
$6.18M ﹤0.01%
77,424
+32,217
1818
$6.18M ﹤0.01%
169,270
+25,643
1819
$6.17M ﹤0.01%
259,218
+4,932
1820
$6.17M ﹤0.01%
50,447
-8,147
1821
$6.16M ﹤0.01%
72,087
+27,618
1822
$6.16M ﹤0.01%
218,180
+4,282
1823
$6.15M ﹤0.01%
52,467
-7,736
1824
$6.15M ﹤0.01%
81,253
+17,370
1825
$6.15M ﹤0.01%
102,057
-111,103
71 72
73
74 75