UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
+$591M
2
+$493M
3
+$481M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$460M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$338M

Top Sells

1
+$503M
2
+$370M
3
+$368M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$279M
5
FIS icon
Fidelity National Information Services
FIS
+$241M

Sector Composition

1 Technology 17.64%
2 Financials 9.54%
3 Healthcare 8.06%
4 Consumer Discretionary 6.75%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$116M 0.05%
209,438
+25,409
377
$115M 0.05%
1,523,024
-11,883
378
$115M 0.05%
1,790,272
-2,748
379
$115M 0.05%
6,423,576
+59,700
380
$114M 0.05%
4,233,877
-161,497
381
$114M 0.05%
571,772
+141,041
382
$113M 0.05%
1,101,092
-5,845
383
$113M 0.05%
774,180
-23,956
384
$113M 0.05%
2,200,008
+1,059,014
385
$113M 0.05%
1,086,509
-36,183
386
$112M 0.05%
2,440,424
+18,964
387
$112M 0.04%
919,669
+107,736
388
$111M 0.04%
3,065,412
+107,180
389
$111M 0.04%
5,171,222
+1,192,741
390
$111M 0.04%
1,936,132
+520,283
391
$110M 0.04%
805,999
+274,468
392
$110M 0.04%
834,406
-90,659
393
$110M 0.04%
4,432,546
+2,767,863
394
$109M 0.04%
661,194
+12,113
395
$109M 0.04%
965,875
+187,524
396
$108M 0.04%
1,065,243
+184,607
397
$108M 0.04%
361,792
-187,157
398
$108M 0.04%
1,419,204
-951,132
399
$108M 0.04%
994,572
+118,636
400
$107M 0.04%
1,746,828
+706,229
14 15
16
17 18