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
626
$56.8M 0.02%
5,240,123
+4,988,937
627
$56.6M 0.02%
2,131,780
+1,831,768
628
$56.5M 0.02%
758,768
+3,704
629
$56.2M 0.02%
1,061,985
+45,938
630
$56.1M 0.02%
3,676,762
-312,366
631
$55.9M 0.02%
1,705,975
+530,102
632
$55.9M 0.02%
374,208
+11,600
633
$55.7M 0.02%
317,824
+18,627
634
$55.7M 0.02%
1,572,129
+148,551
635
$55.6M 0.02%
437,456
+175,111
636
$55.5M 0.02%
2,874,395
+835,719
637
$55.2M 0.02%
1,190,842
-47,758
638
$55M 0.02%
4,516,282
+3,322,909
639
$55M 0.02%
1,088,490
-836,787
640
$54.9M 0.02%
1,115,838
+47,857
641
$54.8M 0.02%
1,998,430
-139,633
642
$54.5M 0.02%
1,566,906
+12,219
643
$54.3M 0.02%
887,030
+8,202
644
$54M 0.02%
680,247
-54,381
645
$53.5M 0.02%
44,077
+14,735
646
$53.3M 0.02%
193,199
-24,853
647
$52.9M 0.02%
922,777
-133,414
648
$52.9M 0.02%
4,608,109
-498,673
649
$52.4M 0.02%
518,902
+182,296
650
$52.4M 0.02%
2,307,394
+894,321
24 25
26
27 28