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
2276
$3.68M ﹤0.01%
59,050
+28,740
2277
$3.68M ﹤0.01%
55,296
+37,522
2278
$3.68M ﹤0.01%
80,084
-48,314
2279
$3.67M ﹤0.01%
87,697
-2,760
2280
$3.66M ﹤0.01%
76,752
-99,132
2281
$3.66M ﹤0.01%
70,396
+31,404
2282
$3.65M ﹤0.01%
357,215
-19,454
2283
$3.65M ﹤0.01%
367,541
+46,800
2284
$3.65M ﹤0.01%
17,085
+4,765
2285
$3.64M ﹤0.01%
72,581
+12,033
2286
$3.64M ﹤0.01%
32,062
+4,758
2287
$3.62M ﹤0.01%
66,224
+60,472
2288
$3.61M ﹤0.01%
220,356
-35,615
2289
$3.6M ﹤0.01%
33,880
-3,096
2290
$3.6M ﹤0.01%
44,720
+25,023
2291
$3.6M ﹤0.01%
570,771
-11,965
2292
$3.6M ﹤0.01%
171,310
+169,494
2293
$3.59M ﹤0.01%
29,882
-55,916
2294
$3.59M ﹤0.01%
142,617
+119,899
2295
$3.59M ﹤0.01%
258,033
+181,410
2296
$3.58M ﹤0.01%
14,989
+9,851
2297
$3.58M ﹤0.01%
57,548
+30,603
2298
$3.58M ﹤0.01%
36,569
+33,426
2299
$3.57M ﹤0.01%
122,152
+115,848
2300
$3.57M ﹤0.01%
164,916
-1,406
90 91
92
93 94