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
751
$41.8M 0.01%
784,148
+655,217
752
$41.8M 0.01%
173,367
+41,587
753
$41.6M 0.01%
246,887
+89,652
754
$41.5M 0.01%
882,608
-10,995
755
$41.4M 0.01%
596,791
-71,224
756
$41.4M 0.01%
135,583
+3,048
757
$41.3M 0.01%
411,940
-32,942
758
$41.3M 0.01%
159,061
+35,142
759
$41.2M 0.01%
1,627,318
+1,353,621
760
$41.1M 0.01%
213,015
+108,820
761
$41M 0.01%
436,659
+13,128
762
$41M 0.01%
+498,566
763
$40.9M 0.01%
797,558
+153,963
764
$40.9M 0.01%
598,098
+126,348
765
$40.8M 0.01%
77,922
-8,448
766
$40.8M 0.01%
1,058,014
-522,828
767
$40.6M 0.01%
1,614,267
+221,235
768
$40.3M 0.01%
1,220,030
-101,331
769
$40.3M 0.01%
1,402,409
+1,241,057
770
$40.2M 0.01%
814,649
+218,540
771
$40.1M 0.01%
329,414
+117,406
772
$40.1M 0.01%
138,803
+37,667
773
$40M 0.01%
1,225,719
+292,119
774
$39.9M 0.01%
1,102,767
-1,804
775
$39.8M 0.01%
985,510
+832,940
29 30
31
32 33