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
2226
$3.9M ﹤0.01%
113,096
-7,124
2227
$3.9M ﹤0.01%
66,163
+1,987
2228
$3.89M ﹤0.01%
111,975
-56,181
2229
$3.88M ﹤0.01%
90,266
-48,147
2230
$3.88M ﹤0.01%
66,943
-3,988
2231
$3.88M ﹤0.01%
895,093
+472,590
2232
$3.88M ﹤0.01%
115,454
+67,029
2233
$3.87M ﹤0.01%
75,671
+47,953
2234
$3.85M ﹤0.01%
97,516
+86,818
2235
$3.85M ﹤0.01%
113,362
-29,335
2236
$3.84M ﹤0.01%
173,710
-23,025
2237
$3.84M ﹤0.01%
81,380
+29,167
2238
$3.84M ﹤0.01%
19,227
-21,568
2239
$3.84M ﹤0.01%
35,086
+1,171
2240
$3.82M ﹤0.01%
26,400
+18,065
2241
$3.82M ﹤0.01%
65,071
-83,160
2242
$3.82M ﹤0.01%
+30,760
2243
$3.81M ﹤0.01%
231,276
+195,385
2244
$3.81M ﹤0.01%
116,556
-23,568
2245
$3.8M ﹤0.01%
46,772
-28,803
2246
$3.79M ﹤0.01%
156,742
+121,238
2247
$3.79M ﹤0.01%
369,372
+234,970
2248
$3.78M ﹤0.01%
111,216
-52,115
2249
$3.77M ﹤0.01%
32,124
-15,944
2250
$3.76M ﹤0.01%
65,377
-29,940
88 89
90
91 92