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
651
$52.1M 0.02%
1,407,194
-808,431
652
$52M 0.02%
2,234,095
+1,191,242
653
$51.9M 0.02%
1,290,409
-494,254
654
$51.8M 0.02%
893,926
+100,346
655
$51.7M 0.02%
1,088,032
-673,233
656
$51.7M 0.02%
3,051,014
+1,248,205
657
$51.6M 0.02%
2,206,178
+2,006,133
658
$51.6M 0.02%
1,749,669
+80,771
659
$51.5M 0.02%
361,217
-91,851
660
$51.3M 0.02%
854,722
-4,391,576
661
$50.5M 0.02%
1,281,476
+71,103
662
$50.5M 0.02%
829,206
-17,765
663
$50.4M 0.02%
239,280
-74,197
664
$50.3M 0.02%
3,981,895
+210,927
665
$50.2M 0.02%
1,566,162
+26,567
666
$49.8M 0.01%
2,084,157
+29,939
667
$49.7M 0.01%
1,362,639
+1,172,648
668
$49.7M 0.01%
1,440,819
+153,508
669
$49.5M 0.01%
811,734
+671,194
670
$49.5M 0.01%
382,778
-97,941
671
$49.1M 0.01%
1,107,700
+73,439
672
$48.7M 0.01%
1,796,957
+227,132
673
$48.5M 0.01%
1,127,840
-29,000
674
$48.5M 0.01%
351,780
-27,066
675
$48.4M 0.01%
871,766
+109,447
25 26
27
28 29