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
326
$143M 0.04%
585,361
+13,601
327
$142M 0.04%
3,277,538
+357,097
328
$142M 0.04%
1,342,946
+5,197
329
$139M 0.04%
897,721
+22,240
330
$139M 0.04%
579,539
+57,908
331
$139M 0.04%
2,368,081
+11,460
332
$138M 0.04%
612,592
+265,069
333
$138M 0.04%
1,310,269
+11,043
334
$137M 0.04%
543,888
-228,598
335
$137M 0.04%
629,237
+51,770
336
$136M 0.04%
3,321,862
+84,219
337
$136M 0.04%
6,502,300
+393,025
338
$135M 0.04%
5,842,959
-402,118
339
$134M 0.04%
1,289,228
-61,815
340
$134M 0.04%
2,180,179
-1,593,825
341
$134M 0.04%
7,417,797
+6,597,739
342
$134M 0.04%
422,178
+419,217
343
$133M 0.04%
962,858
+399,315
344
$133M 0.04%
2,055,760
-197,572
345
$133M 0.04%
289,469
-38,935
346
$132M 0.04%
432,491
+10,236
347
$130M 0.04%
840,039
-81,678
348
$130M 0.04%
1,888,084
-2,297,857
349
$130M 0.04%
8,556,465
+4,035,328
350
$130M 0.04%
2,696,750
+642,409
12 13
14
15 16