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
251
$198M 0.06%
1,809,070
+46,398
252
$196M 0.06%
6,292,349
+941,871
253
$195M 0.06%
1,222,138
+460,454
254
$194M 0.06%
1,275,550
+465,963
255
$192M 0.06%
3,307,818
+94,403
256
$191M 0.06%
969,346
+77,712
257
$190M 0.06%
2,616,087
+558,711
258
$189M 0.06%
1,939,572
+632,327
259
$185M 0.06%
766,406
+3,310
260
$180M 0.05%
1,966,346
+245,550
261
$179M 0.05%
1,317,149
-103,434
262
$178M 0.05%
654,702
+194,039
263
$178M 0.05%
380,565
+117,961
264
$176M 0.05%
3,582,220
+1,070,806
265
$174M 0.05%
4,312,293
+644,760
266
$173M 0.05%
3,780,050
+519,300
267
$172M 0.05%
423,706
+71,008
268
$171M 0.05%
3,308,929
-302,438
269
$171M 0.05%
675,240
+87,029
270
$169M 0.05%
2,598,936
+229,772
271
$169M 0.05%
715,386
+31,014
272
$169M 0.05%
3,498,247
-199,684
273
$169M 0.05%
107,226
+13,174
274
$168M 0.05%
308,907
+106,910
275
$168M 0.05%
1,661,492
-195,165
9 10
11
12 13