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
451
$89.3M 0.03%
671,450
+40,124
452
$89.2M 0.03%
1,891,800
+688,260
453
$89.2M 0.03%
4,190,658
+2,993,195
454
$89.1M 0.03%
1,143,982
-476,075
455
$88.9M 0.03%
917,555
-40,020
456
$88.2M 0.03%
1,328,558
-18,440
457
$88.2M 0.03%
2,325,757
+761,552
458
$87.7M 0.03%
1,333,379
-288,497
459
$87.6M 0.03%
1,090,131
+126,411
460
$87.6M 0.03%
338,354
-81,444
461
$87.4M 0.03%
2,426,281
+7,476
462
$87.1M 0.03%
1,521,470
+72,355
463
$87M 0.03%
394,512
+12,791
464
$86.9M 0.03%
1,829,907
-1,329,709
465
$86.9M 0.03%
3,645,166
-260,914
466
$86.8M 0.03%
873,269
-119,743
467
$86.4M 0.03%
1,009,935
-132,929
468
$86.1M 0.03%
33,311
+3,130
469
$86M 0.03%
9,139,215
-2,317,009
470
$85.6M 0.03%
593,996
+122,628
471
$84.8M 0.03%
165,769
-152,458
472
$84.4M 0.03%
2,248,350
-176,650
473
$84.4M 0.03%
526,274
+108,151
474
$84.3M 0.03%
3,531,320
+105,535
475
$84.3M 0.03%
1,323,707
+56,815
17 18
19
20 21