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
526
$73M 0.02%
1,126,568
-387,518
527
$72.5M 0.02%
3,513,687
-39,195
528
$72.4M 0.02%
715,870
-88,586
529
$72.4M 0.02%
2,905,553
+359,175
530
$72.2M 0.02%
891,649
-1,084,692
531
$72.2M 0.02%
133
-1
532
$72.1M 0.02%
1,519,960
-62,781
533
$71.7M 0.02%
497,194
+23,992
534
$71.5M 0.02%
1,324,308
+80,033
535
$70.9M 0.02%
686,773
-68,986
536
$70.8M 0.02%
630,105
-153,740
537
$70.4M 0.02%
750,961
-63,403
538
$70.4M 0.02%
2,424,598
-174,558
539
$70.2M 0.02%
2,169,174
+546,456
540
$70.1M 0.02%
293,655
+60,664
541
$70M 0.02%
2,345,012
+496,927
542
$69.9M 0.02%
365,965
-55,049
543
$69.4M 0.02%
299,978
-69,513
544
$69.4M 0.02%
1,082,866
+242,111
545
$69.3M 0.02%
1,330,766
-60,978
546
$69.1M 0.02%
486,629
-128,413
547
$69.1M 0.02%
401,063
+81,265
548
$68.9M 0.02%
1,274,193
+659,657
549
$68.7M 0.02%
949,587
-420,761
550
$68.4M 0.02%
1,059,136
+120,520
20 21
22
23 24