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
501
$79.4M 0.02%
1,723,704
-2,520,521
502
$79.4M 0.02%
1,025,731
-143,629
503
$79.2M 0.02%
1,732,841
+353,994
504
$78.3M 0.02%
847,196
+13,489
505
$78.3M 0.02%
353,364
+38,421
506
$77.9M 0.02%
1,492,588
+859,628
507
$77.4M 0.02%
687,240
-580,033
508
$77.2M 0.02%
1,161,805
-106,092
509
$77.1M 0.02%
2,256,783
-70,839
510
$76.6M 0.02%
1,677,080
-105
511
$76.2M 0.02%
1,893,706
-182,634
512
$76.1M 0.02%
2,618,309
-645,169
513
$76M 0.02%
268,783
+34,710
514
$75.7M 0.02%
597,966
-20,365
515
$75M 0.02%
550,710
+141,511
516
$74.9M 0.02%
1,115,895
-49,807
517
$74.6M 0.02%
409,632
+94,030
518
$74.5M 0.02%
165,130
+87,751
519
$74.3M 0.02%
305,127
-120,279
520
$74.1M 0.02%
647,531
+78,686
521
$73.9M 0.02%
1,043,201
+48,483
522
$73.4M 0.02%
2,963,707
+193,207
523
$73.4M 0.02%
323,228
+36,920
524
$73.2M 0.02%
1,979,695
-2,835,131
525
$73.2M 0.02%
3,576,675
+1,581,784
19 20
21
22 23