UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
26
$1.37B 0.41%
8,733,500
-984,446
27
$1.36B 0.41%
5,862,225
-31,390
28
$1.35B 0.4%
13,668,591
+5,095,082
29
$1.35B 0.4%
9,190,897
-1,028,984
30
$1.34B 0.4%
3,073,578
+163,990
31
$1.32B 0.39%
5,302,195
+829,365
32
$1.31B 0.39%
3,670,293
+98,433
33
$1.29B 0.39%
26,883,699
-185,622
34
$1.23B 0.37%
22,265,550
-83,160
35
$1.22B 0.37%
7,412,758
+444,862
36
$1.21B 0.36%
24,028,202
-1,155,226
37
$1.21B 0.36%
12,115,732
+833,106
38
$1.18B 0.35%
20,019,559
+818,398
39
$1.12B 0.34%
3,197,036
+264,053
40
$1.12B 0.33%
7,479,686
-726,129
41
$1.11B 0.33%
2,098,314
+55,668
42
$1.1B 0.33%
6,446,494
+253,148
43
$1.1B 0.33%
10,130,084
+352,841
44
$1.02B 0.3%
3,861,080
+297,108
45
$998M 0.3%
4,061,521
+289,904
46
$974M 0.29%
4,105,333
+159,194
47
$968M 0.29%
3,360,528
+444,008
48
$959M 0.29%
4,573,412
+367,196
49
$953M 0.29%
6,039,483
+90,811
50
$943M 0.28%
4,898,953
+37,312
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2
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