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
276
$166M 0.05%
2,881,806
+1,255,659
277
$166M 0.05%
2,361,213
+380,946
278
$166M 0.05%
1,625,554
+24,428
279
$166M 0.05%
1,066,599
-101,876
280
$166M 0.05%
3,712,016
+61,475
281
$165M 0.05%
1,958,047
-27,971
282
$165M 0.05%
9,792,482
-107,881
283
$164M 0.05%
2,074,931
+48,697
284
$164M 0.05%
1,745,071
+133,298
285
$164M 0.05%
1,231,540
+129,554
286
$163M 0.05%
822,569
+52,197
287
$163M 0.05%
1,922,189
+802,983
288
$163M 0.05%
3,940,211
+2,467,080
289
$163M 0.05%
2,325,719
+142,497
290
$161M 0.05%
13,181,744
+4,920,919
291
$161M 0.05%
2,077,028
+1,065,413
292
$160M 0.05%
2,378,343
+421,076
293
$160M 0.05%
1,729,018
-12,435
294
$159M 0.05%
10,727,280
+10,425,448
295
$158M 0.05%
2,432,921
+23,038
296
$158M 0.05%
195,935
+95,930
297
$158M 0.05%
617,145
-177,338
298
$157M 0.05%
1,960,644
-28,322
299
$157M 0.05%
3,008,946
-27,557
300
$156M 0.05%
644,706
+75,824
10 11
12
13 14