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
2326
$3.47M ﹤0.01%
124,414
-2,034
2327
$3.47M ﹤0.01%
55,129
-86,839
2328
$3.46M ﹤0.01%
150,867
+60,141
2329
$3.46M ﹤0.01%
199,479
+2,108
2330
$3.46M ﹤0.01%
315,561
-1,952,563
2331
$3.45M ﹤0.01%
20,509
+1,309
2332
$3.44M ﹤0.01%
86,290
-10,468
2333
$3.44M ﹤0.01%
72,616
+2,669
2334
$3.44M ﹤0.01%
17,689
-18,930
2335
$3.43M ﹤0.01%
234,938
+143,458
2336
$3.43M ﹤0.01%
29,281
+16,867
2337
$3.42M ﹤0.01%
51,913
+37,660
2338
$3.41M ﹤0.01%
10,191
+931
2339
$3.41M ﹤0.01%
232,921
+4,820
2340
$3.41M ﹤0.01%
83,466
+52,472
2341
$3.41M ﹤0.01%
205,623
+519
2342
$3.41M ﹤0.01%
1,068,048
+341,261
2343
$3.4M ﹤0.01%
100,045
+39,681
2344
$3.4M ﹤0.01%
95,382
+55,487
2345
$3.39M ﹤0.01%
532,023
+70,365
2346
$3.39M ﹤0.01%
61,754
+12,165
2347
$3.39M ﹤0.01%
49,890
-383
2348
$3.38M ﹤0.01%
96,836
-12,140
2349
$3.38M ﹤0.01%
47,798
+40,708
2350
$3.38M ﹤0.01%
68,193
+3,874
92 93
94
95 96