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
226
$224M 0.07%
1,961,097
+49,491
227
$222M 0.07%
9,236,374
+3,087,053
228
$221M 0.07%
2,144,063
+165,474
229
$221M 0.07%
4,369,616
+97,337
230
$220M 0.07%
839,311
-10,288
231
$219M 0.07%
382,157
+15,533
232
$216M 0.06%
1,817,217
+469,954
233
$215M 0.06%
3,688,809
+1,216,421
234
$214M 0.06%
2,562,378
+677,816
235
$214M 0.06%
1,223,058
-90,172
236
$214M 0.06%
1,823,656
-779,391
237
$213M 0.06%
459,660
+96,011
238
$213M 0.06%
818,487
+268,240
239
$211M 0.06%
2,742,705
-1,115,999
240
$211M 0.06%
2,113,375
-35,141
241
$211M 0.06%
5,741,012
-128,424
242
$211M 0.06%
811,623
-7,008
243
$208M 0.06%
4,048,461
+749,106
244
$206M 0.06%
2,536,881
+244,046
245
$205M 0.06%
1,457,590
+340,033
246
$204M 0.06%
2,140,003
+111,042
247
$200M 0.06%
1,864,648
-261,052
248
$200M 0.06%
1,715,624
-17,589
249
$199M 0.06%
2,054,765
-72,158
250
$198M 0.06%
3,363,188
+1,014,328
8 9
10
11 12