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
401
$107M 0.03%
520,313
-16,878
402
$107M 0.03%
2,070,715
+21,091
403
$106M 0.03%
784,048
+275,054
404
$105M 0.03%
975,226
+805,106
405
$105M 0.03%
517,304
+101,892
406
$105M 0.03%
1,100,391
+130,893
407
$104M 0.03%
4,257,023
+51,965
408
$104M 0.03%
2,204,398
+822,667
409
$103M 0.03%
592,409
+155,837
410
$102M 0.03%
3,348,684
+311,062
411
$102M 0.03%
3,483,247
-13,078
412
$101M 0.03%
1,067,105
-256,995
413
$101M 0.03%
3,550,155
-62,536
414
$101M 0.03%
3,359,902
-130,839
415
$101M 0.03%
205,423
+35,222
416
$100M 0.03%
2,990,584
-378,454
417
$99.4M 0.03%
1,491,908
+1,260,941
418
$98.5M 0.03%
2,083,364
+24,524
419
$97.4M 0.03%
3,024,492
-123,898
420
$97.1M 0.03%
2,704,979
+898,579
421
$97M 0.03%
309,839
+15,278
422
$96.7M 0.03%
1,072,283
+639,355
423
$96.3M 0.03%
516,265
+59,094
424
$95.2M 0.03%
626,530
+84,161
425
$94.9M 0.03%
350,736
+4,709
15 16
17
18 19