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
2201
$3.99M ﹤0.01%
115,275
-4,654
2202
$3.99M ﹤0.01%
160,442
-88,008
2203
$3.98M ﹤0.01%
147,347
+79,184
2204
$3.97M ﹤0.01%
24,044
-3,021
2205
$3.97M ﹤0.01%
46,911
+15,153
2206
$3.97M ﹤0.01%
189,314
-35,734
2207
$3.96M ﹤0.01%
84,058
+35,027
2208
$3.96M ﹤0.01%
141,229
+20,757
2209
$3.96M ﹤0.01%
622,841
-531,708
2210
$3.95M ﹤0.01%
72,808
+40,384
2211
$3.95M ﹤0.01%
108,379
+59,606
2212
$3.95M ﹤0.01%
74,289
+8,272
2213
$3.95M ﹤0.01%
64,491
+26,309
2214
$3.95M ﹤0.01%
85,955
+59,304
2215
$3.94M ﹤0.01%
360,599
+12,071
2216
$3.94M ﹤0.01%
58,570
+564
2217
$3.94M ﹤0.01%
586,548
-38,616
2218
$3.93M ﹤0.01%
248,516
+49,208
2219
$3.93M ﹤0.01%
36,684
+4,239
2220
$3.92M ﹤0.01%
42,240
+10,222
2221
$3.91M ﹤0.01%
16,765
-5,276
2222
$3.91M ﹤0.01%
94,704
+352
2223
$3.91M ﹤0.01%
109,220
+69,217
2224
$3.91M ﹤0.01%
143,546
-556,923
2225
$3.91M ﹤0.01%
385,696
+96,709
87 88
89
90 91