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
601
$60.7M 0.02%
1,886,019
+59,408
602
$60.7M 0.02%
678,021
-20,034
603
$60.5M 0.02%
719,014
+154,355
604
$60.3M 0.02%
2,611,818
-365,695
605
$59.8M 0.02%
364,230
-14,146
606
$59.6M 0.02%
644,165
+276,508
607
$59.5M 0.02%
1,099,995
+130,045
608
$59.5M 0.02%
3,219,140
+116,804
609
$59.4M 0.02%
13,529,501
+102,146
610
$59M 0.02%
656,515
+290,781
611
$58.6M 0.02%
949,531
-265,972
612
$58.6M 0.02%
619,433
+86,045
613
$58.5M 0.02%
236,140
+34,931
614
$58M 0.02%
646,232
+57,442
615
$58M 0.02%
1,616,488
-317,825
616
$57.7M 0.02%
824,245
-68,203
617
$57.5M 0.02%
1,198,048
-715,459
618
$57.4M 0.02%
1,249,156
+611,025
619
$57.4M 0.02%
615,461
+35,705
620
$57.2M 0.02%
1,362,960
+145,545
621
$57.1M 0.02%
552,167
-75,223
622
$57.1M 0.02%
6,751,446
-752,829
623
$57M 0.02%
157,081
+5,332
624
$57M 0.02%
1,011,138
-43,747
625
$56.8M 0.02%
789,456
+305,179
23 24
25
26 27