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
426
$94.8M 0.03%
693,036
+64,946
427
$94.2M 0.03%
3,608,007
-788,126
428
$94M 0.03%
303,795
-80,722
429
$93.8M 0.03%
5,460,502
+571,745
430
$93.7M 0.03%
796,193
+19,045
431
$93.5M 0.03%
581,210
+51,249
432
$93.2M 0.03%
2,666,400
+137,899
433
$93M 0.03%
1,618,579
+774,385
434
$93M 0.03%
2,204,417
-9,182
435
$92.7M 0.03%
591,037
-31,534
436
$92.7M 0.03%
706,880
+70,112
437
$92.3M 0.03%
1,760,334
-609,959
438
$92M 0.03%
2,031,342
-101,083
439
$91.9M 0.03%
1,041,967
+352,575
440
$91.8M 0.03%
403,825
-28,301
441
$91.7M 0.03%
612,946
+117,682
442
$91.6M 0.03%
712,264
+249,469
443
$91.3M 0.03%
543,396
+62,786
444
$91.3M 0.03%
2,739,142
+544,858
445
$91.2M 0.03%
1,766,045
-483,347
446
$91M 0.03%
3,486,756
+1,677,846
447
$90.8M 0.03%
3,421,898
+98,882
448
$90.6M 0.03%
1,635,276
+180,935
449
$90.3M 0.03%
108,933
+6,197
450
$89.6M 0.03%
898,658
+34,639
16 17
18
19 20