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
301
$155M 0.05%
6,632,705
-3,203,702
302
$155M 0.05%
1,749,561
-119,670
303
$154M 0.05%
1,034,867
-92,887
304
$152M 0.05%
1,165,594
-10,499
305
$152M 0.05%
3,728,498
+508,851
306
$151M 0.05%
1,736,640
+26,111
307
$151M 0.05%
1,826,601
+659,304
308
$150M 0.05%
2,585,774
+44,964
309
$150M 0.04%
1,850,270
+265,040
310
$149M 0.04%
2,503,018
+140,879
311
$149M 0.04%
381,016
+199,471
312
$149M 0.04%
871,627
-59,649
313
$149M 0.04%
1,290,907
-170,145
314
$148M 0.04%
2,991,772
+1,201,370
315
$147M 0.04%
1,257,385
-8,686
316
$147M 0.04%
2,884,576
-18,046
317
$146M 0.04%
1,639,689
-98,260
318
$146M 0.04%
2,884,323
-230,589
319
$146M 0.04%
758,820
-436,410
320
$145M 0.04%
961,084
+239,548
321
$145M 0.04%
3,914,044
+101,288
322
$144M 0.04%
1,605,512
-3,660
323
$144M 0.04%
2,768,131
+141,571
324
$144M 0.04%
644,324
+38,838
325
$144M 0.04%
531,295
+4,657
11 12
13
14 15