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
551
$68.2M 0.02%
1,886,006
-351,800
552
$68.2M 0.02%
1,675,816
-81,301
553
$67.7M 0.02%
844,572
+339,978
554
$67.6M 0.02%
1,091,332
+63,870
555
$66.8M 0.02%
928,027
+37,360
556
$66.7M 0.02%
356,324
+13,809
557
$66.6M 0.02%
1,766,931
+243,950
558
$66.5M 0.02%
569,291
+62,532
559
$66.4M 0.02%
1,110,173
+155,431
560
$66.3M 0.02%
2,740,480
-268,650
561
$65.8M 0.02%
1,062,554
-20,955
562
$65.8M 0.02%
1,583,878
+655,510
563
$65.4M 0.02%
503,441
+21,473
564
$65.3M 0.02%
979,045
+384,000
565
$65.2M 0.02%
664,754
-20,692
566
$64.7M 0.02%
2,212,411
-8,521
567
$64.7M 0.02%
1,126,939
+119,471
568
$63.9M 0.02%
555,293
+6,027
569
$63.9M 0.02%
825,475
-350,742
570
$63.8M 0.02%
2,843,502
-813,294
571
$63.7M 0.02%
2,497,114
-148,268
572
$63.6M 0.02%
127,442
-6,431
573
$63.5M 0.02%
856,287
+58,864
574
$63.5M 0.02%
1,212,737
-24,364
575
$63.3M 0.02%
1,374,490
+29,552
21 22
23
24 25