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
576
$63.3M 0.02%
1,138,500
+160,996
577
$63.2M 0.02%
862,911
+731,652
578
$63M 0.02%
486,632
+330,508
579
$62.6M 0.02%
1,211,593
+118,570
580
$62.6M 0.02%
522,418
+207,918
581
$62.6M 0.02%
532,792
-95,210
582
$62.5M 0.02%
1,077,075
+562,600
583
$62.2M 0.02%
2,453,150
+461,634
584
$62M 0.02%
990,210
-204,538
585
$62M 0.02%
2,083,337
-1,780,739
586
$62M 0.02%
788,381
+254,467
587
$61.9M 0.02%
3,878,635
+22,456
588
$61.8M 0.02%
569,748
+199,417
589
$61.6M 0.02%
387,473
-32,057
590
$61.6M 0.02%
612,879
-36,044
591
$61.6M 0.02%
1,422,705
-44,014
592
$61.5M 0.02%
5,404,062
+1,439,189
593
$61.2M 0.02%
2,134,687
+73,436
594
$61M 0.02%
1,914,669
-24,243
595
$61M 0.02%
3,043,773
+692,626
596
$60.9M 0.02%
785,669
+20,747
597
$60.8M 0.02%
3,583,219
+610,565
598
$60.8M 0.02%
359,372
+1,357
599
$60.8M 0.02%
447,189
-113,902
600
$60.7M 0.02%
4,080,352
-84,371
22 23
24
25 26