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
476
$84.2M 0.03%
289,385
+84,637
477
$84M 0.03%
248,345
+102,598
478
$83.5M 0.03%
1,691,234
-15,056
479
$83.4M 0.03%
1,739,788
+235,385
480
$83.3M 0.02%
446,464
+1,834
481
$83.1M 0.02%
3,482,550
+67,487
482
$83M 0.02%
3,515,750
-34,264
483
$83M 0.02%
3,225,544
+184,039
484
$82.7M 0.02%
1,693,896
+227,149
485
$82.5M 0.02%
4,486,673
+704,138
486
$82.4M 0.02%
994,321
+497,970
487
$81.9M 0.02%
1,683,857
+1,626,060
488
$81.7M 0.02%
2,549,660
+278,036
489
$81.5M 0.02%
582,526
+60,525
490
$81.4M 0.02%
570,597
+10,353
491
$81.3M 0.02%
361,441
+28,359
492
$81.1M 0.02%
1,603,160
+384,658
493
$80.9M 0.02%
490,394
+16,075
494
$80.8M 0.02%
924,743
+170,596
495
$80.6M 0.02%
1,042,298
+16,372
496
$80.3M 0.02%
1,063,205
+9,808
497
$80.2M 0.02%
1,311,341
-73,229
498
$80M 0.02%
2,856,896
-230,744
499
$80M 0.02%
141,352
+23,213
500
$79.4M 0.02%
1,004,693
+30,305
18 19
20
21 22