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
726
$44M 0.01%
1,294,063
+717,700
727
$44M 0.01%
1,839,761
+405,999
728
$44M 0.01%
1,049,178
-18,519
729
$43.9M 0.01%
1,880,808
-11,448
730
$43.9M 0.01%
1,489,863
+241,322
731
$43.9M 0.01%
435,687
+10,959
732
$43.9M 0.01%
1,405,617
+323,934
733
$43.7M 0.01%
377,322
+42,182
734
$43.7M 0.01%
248,920
+11,434
735
$43.4M 0.01%
182,613
+119,063
736
$43.2M 0.01%
241,922
+33,535
737
$43M 0.01%
317,769
+136,885
738
$43M 0.01%
162,870
+21,016
739
$43M 0.01%
3,172,256
-1,219,026
740
$43M 0.01%
409,365
-14,825
741
$42.9M 0.01%
1,070,624
-183,124
742
$42.8M 0.01%
486,921
+10,617
743
$42.7M 0.01%
352,168
+170,060
744
$42.6M 0.01%
311,149
+57,923
745
$42.6M 0.01%
4,998,050
+4,730,410
746
$42.6M 0.01%
359,668
-760
747
$42.4M 0.01%
1,487,866
+498,362
748
$42.3M 0.01%
495,150
+113,886
749
$42.2M 0.01%
1,496,605
+264,841
750
$42M 0.01%
2,935,693
-761,851
28 29
30
31 32