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
2251
$3.76M ﹤0.01%
621,769
-129,142
2252
$3.76M ﹤0.01%
113,060
+12,712
2253
$3.76M ﹤0.01%
5,395
+1,239
2254
$3.74M ﹤0.01%
2,113,344
+488,104
2255
$3.74M ﹤0.01%
380,708
+105,429
2256
$3.74M ﹤0.01%
125,298
+51,992
2257
$3.73M ﹤0.01%
299,005
+60,197
2258
$3.73M ﹤0.01%
111,968
-8,316
2259
$3.73M ﹤0.01%
192,921
+184,704
2260
$3.73M ﹤0.01%
68,869
-17,154
2261
$3.72M ﹤0.01%
247,778
+5,100
2262
$3.72M ﹤0.01%
183,506
+3,507
2263
$3.72M ﹤0.01%
23,708
+10,898
2264
$3.72M ﹤0.01%
55,063
+33,885
2265
$3.71M ﹤0.01%
86,219
-2,911
2266
$3.71M ﹤0.01%
237,258
+17,178
2267
$3.71M ﹤0.01%
598,650
+376,294
2268
$3.71M ﹤0.01%
46,221
+13,246
2269
$3.7M ﹤0.01%
157,011
-26,546
2270
$3.7M ﹤0.01%
146,022
+21,108
2271
$3.7M ﹤0.01%
117,896
-241,659
2272
$3.7M ﹤0.01%
128,897
-132,281
2273
$3.69M ﹤0.01%
88,952
+30,384
2274
$3.69M ﹤0.01%
95,076
-4,914
2275
$3.69M ﹤0.01%
305,638
-571,834
89 90
91
92 93