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
2351
$3.38M ﹤0.01%
125,054
+67,623
2352
$3.38M ﹤0.01%
154,109
+85,763
2353
$3.38M ﹤0.01%
67,323
-2,221
2354
$3.37M ﹤0.01%
108,990
-1,127
2355
$3.37M ﹤0.01%
+897,815
2356
$3.37M ﹤0.01%
78,093
-11,441
2357
$3.36M ﹤0.01%
80,189
+23,003
2358
$3.35M ﹤0.01%
339,067
+76,435
2359
$3.35M ﹤0.01%
179,696
+103,555
2360
$3.35M ﹤0.01%
34,099
+19,761
2361
$3.35M ﹤0.01%
194,893
+10,717
2362
$3.34M ﹤0.01%
145,616
+37,264
2363
$3.34M ﹤0.01%
79,550
-77,695
2364
$3.34M ﹤0.01%
223,052
-17,636
2365
$3.34M ﹤0.01%
33,570
+20,695
2366
$3.34M ﹤0.01%
44,907
-1,094
2367
$3.33M ﹤0.01%
358,036
-13,407
2368
$3.33M ﹤0.01%
75,886
+9,089
2369
$3.32M ﹤0.01%
343,461
-982
2370
$3.32M ﹤0.01%
29,434
-27,371
2371
$3.31M ﹤0.01%
222,834
+143,497
2372
$3.31M ﹤0.01%
101,588
+58,092
2373
$3.31M ﹤0.01%
82,558
+5,136
2374
$3.3M ﹤0.01%
64,837
+22,092
2375
$3.3M ﹤0.01%
229,347
+93,010
93 94
95
96 97