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
701
$46.1M 0.01%
1,595,800
-108,929
702
$46M 0.01%
5,069,450
+896,044
703
$45.8M 0.01%
1,225,849
+896,223
704
$45.7M 0.01%
384,546
+33,634
705
$45.6M 0.01%
1,247,361
-212,872
706
$45.5M 0.01%
908,565
+234,603
707
$45.5M 0.01%
674,844
+51,334
708
$45.4M 0.01%
1,041,540
+169,378
709
$45.4M 0.01%
2,334,705
+767,101
710
$45.3M 0.01%
325,695
+149,159
711
$45.2M 0.01%
2,606,141
+2,771
712
$45.1M 0.01%
1,671,432
-10,255
713
$45.1M 0.01%
528,129
+87,418
714
$45M 0.01%
358,116
+86,424
715
$45M 0.01%
1,215,842
+117,789
716
$44.9M 0.01%
425,071
-29,618
717
$44.8M 0.01%
603,605
-72,121
718
$44.6M 0.01%
374,652
-162,479
719
$44.5M 0.01%
893,488
+7,041
720
$44.4M 0.01%
488,483
+62,519
721
$44.4M 0.01%
2,853,498
+539,693
722
$44.3M 0.01%
2,285,192
+1,086,822
723
$44.3M 0.01%
194,686
+73,503
724
$44.2M 0.01%
319,216
-26,492
725
$44.2M 0.01%
1,248,277
-76,122
27 28
29
30 31