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
351
$128M 0.04%
249,506
+31,266
352
$128M 0.04%
1,776,832
+403,061
353
$128M 0.04%
1,401,535
+612,774
354
$128M 0.04%
1,028,228
-45,110
355
$127M 0.04%
1,692,761
+456,874
356
$125M 0.04%
457,036
-33,954
357
$125M 0.04%
2,165,568
+429,025
358
$124M 0.04%
1,533,372
+218,283
359
$123M 0.04%
194,286
+97,357
360
$122M 0.04%
1,602,536
-162,371
361
$121M 0.04%
970,839
+73,035
362
$121M 0.04%
3,047,096
+2,310,565
363
$121M 0.04%
1,827,243
+489,906
364
$121M 0.04%
2,290,563
+86,854
365
$120M 0.04%
6,856,955
+1,126,328
366
$120M 0.04%
2,399,478
+378,697
367
$120M 0.04%
4,966,645
+541,148
368
$119M 0.04%
2,792,874
-544,820
369
$119M 0.04%
1,753,598
-209,717
370
$119M 0.04%
134,937
+30,517
371
$118M 0.04%
4,712,943
-112,311
372
$118M 0.04%
1,525,127
-932,537
373
$118M 0.04%
1,608,221
-127,948
374
$117M 0.04%
1,171,421
+2,855
375
$117M 0.03%
2,741,014
-143,505
13 14
15
16 17