UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$916M 0.27%
9,233,009
+2,231,771
52
$913M 0.27%
2,223,980
+42,807
53
$908M 0.27%
4,749,085
+430,247
54
$891M 0.27%
5,245,468
-570,498
55
$883M 0.26%
1,480,630
+116,108
56
$874M 0.26%
11,592,762
-2,932,846
57
$855M 0.26%
4,261,943
-424,489
58
$853M 0.26%
1,762,372
+31,323
59
$849M 0.25%
1,991,597
-299,541
60
$815M 0.24%
7,509,461
+1,821,058
61
$808M 0.24%
8,413,858
-26,954
62
$806M 0.24%
3,777,241
+61,160
63
$802M 0.24%
15,854,423
-463,568
64
$796M 0.24%
5,396,539
-984,516
65
$794M 0.24%
7,211,523
-23,531
66
$769M 0.23%
5,215,664
+100,482
67
$756M 0.23%
7,839,763
-3,012,862
68
$754M 0.23%
8,990,646
-1,005,805
69
$742M 0.22%
12,219,011
-1,399,348
70
$739M 0.22%
8,787,227
-2,063,762
71
$737M 0.22%
4,686,378
-217,306
72
$734M 0.22%
13,971,378
-1,024,803
73
$727M 0.22%
4,484,183
+538,650
74
$709M 0.21%
17,247,781
-639,358
75
$704M 0.21%
14,014,502
-2,302,642
1 2
3
4 5